Envestnet Portfolio Solutions, Inc. Diversified Active

Location: Berwyn, PA

CIK: 0001998033 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 20, 2026

Total Value: $20.87B (100.0% shares, 0.0% debt)

Holdings (1,369)

New Positions (159)

DFAL DIMENSIONAL ETF TRUST 2.3%
Value $490M Shares 9,728,917 Est. Cost $50.35 Unrealized
IALT BLACKROCK ETF TRUST 0.7%
Value $141M Shares 5,023,371 Est. Cost $28.05 Unrealized
GGOV BLACKROCK ETF TRUST II 0.5%
Value $114M Shares 2,260,581 Est. Cost $50.29 Unrealized
GBND GOLDMAN SACHS ETF TR 0.2%
Value $37.36M Shares 738,917 Est. Cost $50.56 Unrealized
SECU BLACKROCK ETF TRUST II 0.1%
Value $13.78M Shares 276,466 Est. Cost $49.86 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value $12.72M Shares 470,207 Est. Cost $27.05 Unrealized
KEY KEYCORP 0.1%
Value $12M Shares 520,425 Est. Cost $23.05 Unrealized
GIGL GOLDMAN SACHS ETF TR 0.1%
Value $10.69M Shares 211,201 Est. Cost $50.60 Unrealized
SFLR INNOVATOR ETFS TRUST 0.0%
Value $9.991M Shares 258,979 Est. Cost $38.58 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $8.377M Shares 92,978 Est. Cost $90.10 Unrealized
BFLX BLACKROCK ETF TRUST 0.0%
Value $8.347M Shares 325,806 Est. Cost $25.62 Unrealized
ICLN ISHARES TR 0.0%
Value $6.677M Shares 325,862 Est. Cost $20.49 Unrealized
GSC GOLDMAN SACHS ETF TR 0.0%
Value $5.734M Shares 82,823 Est. Cost $69.23 Unrealized
BYLD ISHARES TR 0.0%
Value $4.594M Shares 202,825 Est. Cost $22.65 Unrealized
JBBB JANUS DETROIT STR TR 0.0%
Value $4.307M Shares 90,958 Est. Cost $47.35 Unrealized
CARY ANGEL OAK FUNDS TRUST 0.0%
Value $4.231M Shares 203,620 Est. Cost $20.78 Unrealized
JIVE J P MORGAN EXCHANGE TRADED F 0.0%
Value $4.056M Shares 44,113 Est. Cost $91.95 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $3.803M Shares 16,984 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $3.693M Shares 16,707 Est. Cost $221.07 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value $3.629M Shares 150,332 Est. Cost $24.14 Unrealized
BILT BLACKROCK ETF TRUST 0.0%
Value $3.575M Shares 127,556 Est. Cost $28.03 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $2.755M Shares 7,771 Est. Cost $354.57 Unrealized
EUFN ISHARES TR 0.0%
Value $2.167M Shares 55,582 Est. Cost $38.99 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value $2.156M Shares 19,087 Est. Cost $112.97 Unrealized
FLS FLOWSERVE CORP 0.0%
Value $1.96M Shares 26,431 Est. Cost $74.16 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value $1.644M Shares 15,706 Est. Cost $104.67 Unrealized
AAXJ ISHARES TR 0.0%
Value $1.534M Shares 12,859 Est. Cost $119.33 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.5M Shares 32,098 Est. Cost $46.74 Unrealized
LALT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.403M Shares 58,400 Est. Cost $24.03 Unrealized
IEX IDEX CORP 0.0%
Value $1.344M Shares 5,921 Est. Cost $226.95 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $1.274M Shares 7,454 Est. Cost $170.86 Unrealized
INCM FRANKLIN TEMPLETON ETF TR 0.0%
Value $1.101M Shares 38,152 Est. Cost $28.86 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $1.076M Shares 23,861 Est. Cost $45.11 Unrealized
VTR VENTAS INC 0.0%
Value $955K Shares 10,760 Est. Cost $88.80 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value $953K Shares 7,242 Est. Cost $131.60 Unrealized
SCIO FIRST TR EXCHANGE-TRADED FD 0.0%
Value $941K Shares 45,540 Est. Cost $20.67 Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $940K Shares 32,906 Est. Cost $28.57 Unrealized
JHCR JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $889K Shares 35,195 Est. Cost $25.26 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value $821K Shares 14,872 Est. Cost $55.18 Unrealized
LYFT LYFT INC 0.0%
Value $784K Shares 53,674 Est. Cost $14.61 Unrealized
JUSA J P MORGAN EXCHANGE TRADED F 0.0%
Value $744K Shares 11,073 Est. Cost $67.18 Unrealized
PLXS PLEXUS CORP 0.0%
Value $725K Shares 2,412 Est. Cost $300.67 Unrealized
WINA WINMARK CORP 0.0%
Value $696K Shares 1,645 Est. Cost $423.08 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $691K Shares 11,723 Est. Cost $58.92 Unrealized
SOXX ISHARES TR 0.0%
Value $682K Shares 1,064 Est. Cost $640.95 Unrealized
TXNM TXNM ENERGY INC 0.0%
Value $638K Shares 11,240 Est. Cost $56.78 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $621K Shares 9,630 Est. Cost $64.50 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $620K Shares 2,048 Est. Cost $302.70 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $618K Shares 6,973 Est. Cost $88.60 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value $607K Shares 20,723 Est. Cost $29.30 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $606K Shares 4,011 Est. Cost $151.00 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value $597K Shares 23,593 Est. Cost $25.30 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $548K Shares 2,016 Est. Cost $271.95 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value $530K Shares 21,494 Est. Cost $24.66 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $523K Shares 12,796 Est. Cost $40.87 Unrealized
EWY ISHARES INC 0.0%
Value $470K Shares 2,327 Est. Cost $201.90 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $453K Shares 8,919 Est. Cost $50.83 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value $453K Shares 5,434 Est. Cost $83.34 Unrealized
MBC MASTERBRAND INC 0.0%
Value $449K Shares 43,598 Est. Cost $10.29 Unrealized
IQM FRANKLIN TEMPLETON ETF TR 0.0%
Value $445K Shares 3,582 Est. Cost $124.19 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value $444K Shares 2,992 Est. Cost $148.53 Unrealized
IDV ISHARES TR 0.0%
Value $442K Shares 10,665 Est. Cost $41.43 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value $436K Shares 9,284 Est. Cost $46.94 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value $432K Shares 45,706 Est. Cost $9.46 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value $425K Shares 2,441 Est. Cost $174.26 Unrealized
AXS AXIS CAP HLDGS LTD 0.0%
Value $422K Shares 3,924 Est. Cost $107.44 Unrealized
GMED GLOBUS MED INC 0.0%
Value $418K Shares 5,292 Est. Cost $79.01 Unrealized
PJT PJT PARTNERS INC 0.0%
Value $412K Shares 2,730 Est. Cost $150.94 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value $409K Shares 31,985 Est. Cost $12.80 Unrealized
CRWV COREWEAVE INC 0.0%
Value $378K Shares 3,796 Est. Cost $99.54 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $373K Shares 9,109 Est. Cost $40.96 Unrealized
NUVEEN MUN CR INCOME FD 0.0%
Value $359K Shares 28,289 Est. Cost $12.68 Unrealized
CGIB CAPITAL GRP FIXED INCM ETF T 0.0%
Value $354K Shares 13,865 Est. Cost $25.53 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $337K Shares 393 Est. Cost $858.06 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $333K Shares 27,493 Est. Cost $12.12 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value $328K Shares 1,039 Est. Cost $316.09 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $328K Shares 5,835 Est. Cost $56.20 Unrealized
TLTW ISHARES TR 0.0%
Value $323K Shares 14,473 Est. Cost $22.34 Unrealized
LIF LIFE360 INC 0.0%
Value $317K Shares 5,722 Est. Cost $55.36 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value $312K Shares 6,164 Est. Cost $50.57 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value $310K Shares 1,734 Est. Cost $178.95 Unrealized
ALPHABET INC 0.0%
Value $309K Shares 6,079 Est. Cost $50.89 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value $307K Shares 3,760 Est. Cost $81.55 Unrealized
BIBL NORTHERN LTS FD TR IV 0.0%
Value $306K Shares 5,294 Est. Cost $57.88 Unrealized
RSDE FIRST TR EXCHNG TRADED FD VI 0.0%
Value $303K Shares 12,918 Est. Cost $23.49 Unrealized
JIG J P MORGAN EXCHANGE TRADED F 0.0%
Value $300K Shares 3,445 Est. Cost $87.18 Unrealized
INSP INSPIRE MED SYS INC 0.0%
Value $296K Shares 6,631 Est. Cost $44.61 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value $295K Shares 2,212 Est. Cost $133.25 Unrealized
KGEI KOLIBRI GLOBAL ENERGY INC 0.0%
Value $293K Shares 58,927 Est. Cost $4.98 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $293K Shares 6,597 Est. Cost $44.41 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value $290K Shares 8,746 Est. Cost $33.19 Unrealized
IYZ ISHARES TR 0.0%
Value $287K Shares 6,795 Est. Cost $42.31 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value $286K Shares 2,135 Est. Cost $133.76 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value $280K Shares 4,004 Est. Cost $69.90 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $278K Shares 3,636 Est. Cost $76.40 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value $275K Shares 996 Est. Cost $276.17 Unrealized
HYLB DBX ETF TR 0.0%
Value $273K Shares 7,467 Est. Cost $36.52 Unrealized
DVA DAVITA INC 0.0%
Value $268K Shares 1,206 Est. Cost $222.48 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value $268K Shares 8,938 Est. Cost $29.98 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value $268K Shares 25,341 Est. Cost $10.57 Unrealized
CGNX COGNEX CORP 0.0%
Value $268K Shares 3,695 Est. Cost $72.42 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value $267K Shares 6,905 Est. Cost $38.64 Unrealized
XOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $266K Shares 6,738 Est. Cost $39.50 Unrealized
MKSI MKS INC. 0.0%
Value $264K Shares 594 Est. Cost $444.80 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value $262K Shares 906 Est. Cost $289.43 Unrealized
EXEL EXELIXIS INC 0.0%
Value $261K Shares 4,791 Est. Cost $54.41 Unrealized
IX ORIX CORP 0.0%
Value $256K Shares 6,740 Est. Cost $38.04 Unrealized
XNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $256K Shares 6,468 Est. Cost $39.63 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $255K Shares 5,795 Est. Cost $44.04 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value $252K Shares 5,866 Est. Cost $43.04 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value $252K Shares 7,697 Est. Cost $32.73 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $252K Shares 15,358 Est. Cost $16.38 Unrealized
QQQI NEOS ETF TRUST 0.0%
Value $250K Shares 4,401 Est. Cost $56.79 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value $249K Shares 1,586 Est. Cost $157.03 Unrealized
FROG JFROG LTD 0.0%
Value $248K Shares 2,726 Est. Cost $90.88 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value $247K Shares 4,723 Est. Cost $52.20 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $243K Shares 6,719 Est. Cost $36.13 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value $243K Shares 2,946 Est. Cost $82.34 Unrealized
VMI VALMONT INDS INC 0.0%
Value $242K Shares 419 Est. Cost $577.61 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $242K Shares 5,663 Est. Cost $42.73 Unrealized
AIQ GLOBAL X FDS 0.0%
Value $242K Shares 3,688 Est. Cost $65.61 Unrealized
FAI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $239K Shares 4,401 Est. Cost $54.40 Unrealized
CR CRANE COMPANY 0.0%
Value $236K Shares 1,056 Est. Cost $223.10 Unrealized
LFUS LITTELFUSE INC 0.0%
Value $234K Shares 513 Est. Cost $455.61 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value $232K Shares 6,286 Est. Cost $36.84 Unrealized
QQH NORTHERN LTS FD TR III 0.0%
Value $228K Shares 2,661 Est. Cost $85.60 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value $226K Shares 1,181 Est. Cost $191.75 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $225K Shares 2,747 Est. Cost $81.99 Unrealized
MFSB MFS ACTIVE EXCHANGE TRADED F 0.0%
Value $225K Shares 9,034 Est. Cost $24.93 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value $225K Shares 1,750 Est. Cost $128.49 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $224K Shares 5,241 Est. Cost $42.83 Unrealized
ARW ARROW ELECTRS INC 0.0%
Value $224K Shares 1,051 Est. Cost $213.41 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $223K Shares 2,973 Est. Cost $74.90 Unrealized
IROC INVESCO ACTIVELY MANAGED EXC 0.0%
Value $221K Shares 4,317 Est. Cost $51.28 Unrealized
MC MOELIS & CO 0.0%
Value $220K Shares 3,369 Est. Cost $65.42 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value $220K Shares 1,328 Est. Cost $165.44 Unrealized
RUSC RUSSELL INVTS EXCHANGE TRADE 0.0%
Value $219K Shares 5,605 Est. Cost $39.04 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $218K Shares 3,222 Est. Cost $67.79 Unrealized
QDPL PACER FDS TR 0.0%
Value $217K Shares 4,816 Est. Cost $45.07 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $215K Shares 2,169 Est. Cost $99.29 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $215K Shares 1,225 Est. Cost $175.78 Unrealized
NULG NUSHARES ETF TR 0.0%
Value $214K Shares 1,831 Est. Cost $117.06 Unrealized
JHSC JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $212K Shares 4,363 Est. Cost $48.56 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $211K Shares 4,718 Est. Cost $44.73 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $210K Shares 341 Est. Cost $616.84 Unrealized
IUSV ISHARES TR 0.0%
Value $210K Shares 1,904 Est. Cost $110.16 Unrealized
L LOEWS CORP 0.0%
Value $209K Shares 1,844 Est. Cost $113.22 Unrealized
SKY CHAMPION HOMES INC 0.0%
Value $209K Shares 2,368 Est. Cost $88.12 Unrealized
INSW INTERNATIONAL SEAWAYS INC 0.0%
Value $209K Shares 2,723 Est. Cost $76.60 Unrealized
CGHY CAPITAL GRP FIXED INCM ETF T 0.0%
Value $208K Shares 8,216 Est. Cost $25.33 Unrealized
AN AUTONATION INC 0.0%
Value $207K Shares 1,116 Est. Cost $185.79 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $206K Shares 12,970 Est. Cost $15.88 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value $206K Shares 2,589 Est. Cost $79.41 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $203K Shares 506 Est. Cost $401.08 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value $203K Shares 2,601 Est. Cost $77.87 Unrealized
SMLF ISHARES TR 0.0%
Value $202K Shares 2,271 Est. Cost $89.14 Unrealized
LGH NORTHERN LTS FD TR III 0.0%
Value $200K Shares 3,144 Est. Cost $63.76 Unrealized
RKT ROCKET COS INC 0.0%
Value $164K Shares 10,391 Est. Cost $15.75 Unrealized
ABEV AMBEV SA 0.0%
Value $31,836 Shares 10,139 Est. Cost $3.14 Unrealized

Increased Positions (699)

IVV ISHARES TR 7.2%
Value $1.504B (+90.4%) Shares 2,008,278 (+66.1%) Est. Cost $564.54 Unrealized
IUSB ISHARES TR 3.7%
Value $782M (+35.0%) Shares 16,937,298 (+35.1%) Est. Cost $45.13 Unrealized
CORO BLACKROCK ETF TRUST 0.7%
Value $154M (+25826.7%) Shares 4,199,757 (+22676.5%) Est. Cost $36.58 Unrealized
GVI ISHARES TR 0.4%
Value $90.37M (+431.6%) Shares 851,824 (+434.5%) Est. Cost $105.29 Unrealized
DYNF BLACKROCK ETF TRUST 2.2%
Value $453M (+18.6%) Shares 6,665,461 (+1.5%) Est. Cost $47.97 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.5%
Value $311M (+29.5%) Shares 416,956 (+12.8%) Est. Cost $565.78 Unrealized
TLT ISHARES TR 0.3%
Value $59.25M (+2820.9%) Shares 685,649 (+2830.0%) Est. Cost $86.50 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $45.72M (+1326.4%) Shares 39,606 (+317.5%) Est. Cost $899.20 Unrealized
IEFA ISHARES TR 1.5%
Value $303M (+16.1%) Shares 3,139,054 (+8.9%) Est. Cost $69.22 Unrealized
AAPL APPLE INC 0.9%
Value $198M (+24.3%) Shares 683,492 (+9.0%) Est. Cost $201.11 Unrealized
JNK SPDR SERIES TRUST 0.3%
Value $57.24M (+191.2%) Shares 593,914 (+189.2%) Est. Cost $96.16 Unrealized
BLCR BLACKROCK ETF TRUST 0.8%
Value $173M (+27.2%) Shares 3,426,293 (+3.7%) Est. Cost $41.37 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value $200M (+22.4%) Shares 997,308 (+6.7%) Est. Cost $110.93 Unrealized
EFG ISHARES TR 1.1%
Value $235M (+14.9%) Shares 1,892,107 (+2.8%) Est. Cost $110.65 Unrealized
IEF ISHARES TR 0.3%
Value $56.33M (+112.0%) Shares 595,640 (+114.0%) Est. Cost $93.78 Unrealized
AMZN AMAZON COM INC 0.6%
Value $123M (+30.1%) Shares 517,750 (+13.7%) Est. Cost $168.28 Unrealized
XLSR SSGA ACTIVE TR 0.8%
Value $158M (+21.9%) Shares 2,435,953 (+8.5%) Est. Cost $50.80 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value $187M (+17.3%) Shares 504,889 (+1.7%) Est. Cost $219.10 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $22.22M (+4495.9%) Shares 82,141 (+4323.3%) Est. Cost $269.73 Unrealized
AVGO BROADCOM INC 0.4%
Value $85.88M (+33.4%) Shares 227,394 (+9.4%) Est. Cost $199.61 Unrealized
SPEM SPDR INDEX SHS FDS 0.5%
Value $110M (+24.3%) Shares 2,123,055 (+12.6%) Est. Cost $38.85 Unrealized
GOOGL ALPHABET INC 0.4%
Value $78.85M (+36.5%) Shares 220,700 (+9.9%) Est. Cost $165.49 Unrealized
GOOG ALPHABET INC 0.4%
Value $77.64M (+34.6%) Shares 219,739 (+9.2%) Est. Cost $154.81 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value $167M (+13.5%) Shares 2,337,029 (+2.1%) Est. Cost $44.83 Unrealized
SUSB ISHARES TR 0.1%
Value $19.2M (+3382.0%) Shares 768,281 (+3392.5%) Est. Cost $24.99 Unrealized
MBB ISHARES TR 1.0%
Value $200M (+9.3%) Shares 2,119,612 (+9.8%) Est. Cost $90.51 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.2%
Value $36.78M (+81.6%) Shares 302,916 (+49.8%) Est. Cost $96.91 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value $81.76M (+21.6%) Shares 949,202 (+516.8%) Est. Cost $119.09 Unrealized
V VISA INC 0.3%
Value $52.63M (+38.0%) Shares 153,432 (+21.6%) Est. Cost $269.24 Unrealized
CSCO CISCO SYS INC 0.2%
Value $37.06M (+63.7%) Shares 315,508 (+8.1%) Est. Cost $55.44 Unrealized
LLY ELI LILLY & CO 0.2%
Value $49.99M (+40.4%) Shares 41,689 (+7.7%) Est. Cost $741.22 Unrealized
GOVT ISHARES TR 0.9%
Value $196M (+7.1%) Shares 8,583,212 (+7.8%) Est. Cost $22.82 Unrealized
GSUS GOLDMAN SACHS ETF TR 0.4%
Value $78.22M (+19.6%) Shares 758,721 (+3.9%) Est. Cost $73.29 Unrealized
FENI FIDELITY COVINGTON TRUST 0.1%
Value $23.97M (+111.1%) Shares 597,385 (+95.7%) Est. Cost $38.33 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value $106M (+13.2%) Shares 487,653 (+2.0%) Est. Cost $145.18 Unrealized
VXUS VANGUARD STAR FDS 0.5%
Value $102M (+13.3%) Shares 1,193,241 (+2.2%) Est. Cost $55.11 Unrealized
IDEF BLACKROCK ETF TRUST 0.7%
Value $141M (+9.0%) Shares 4,426,641 (+12.2%) Est. Cost $32.62 Unrealized
SHY ISHARES TR 0.1%
Value $20.94M (+120.9%) Shares 254,998 (+122.2%) Est. Cost $82.02 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value $34.12M (+49.0%) Shares 240,491 (+31.4%) Est. Cost $112.36 Unrealized
GEM GOLDMAN SACHS ETF TR 0.1%
Value $20.51M (+119.6%) Shares 394,433 (+82.4%) Est. Cost $42.24 Unrealized
BALI BLACKROCK ETF TRUST 0.1%
Value $19.24M (+129.7%) Shares 568,583 (+109.2%) Est. Cost $32.26 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $129M (+8.9%) Shares 346,475 (+8.1%) Est. Cost $351.43 Unrealized
EAGG ISHARES TR 0.2%
Value $50.3M (+25.3%) Shares 1,061,035 (+25.7%) Est. Cost $46.08 Unrealized
APH AMPHENOL CORP 0.1%
Value $28.85M (+53.6%) Shares 163,617 (+10.0%) Est. Cost $95.71 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.2%
Value $36.56M (+36.4%) Shares 800,098 (+28.7%) Est. Cost $37.07 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $13.12M (+288.5%) Shares 22,580 (+36.0%) Est. Cost $248.16 Unrealized
MUB ISHARES TR 0.6%
Value $134M (+7.2%) Shares 1,242,985 (+5.8%) Est. Cost $104.14 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $9.075M (+3795.6%) Shares 29,954 (+2956.5%) Est. Cost $299.53 Unrealized
EFA ISHARES TR 0.1%
Value $13.75M (+132.3%) Shares 132,355 (+117.2%) Est. Cost $91.60 Unrealized
CNC CENTENE CORP DEL 0.1%
Value $14.31M (+110.1%) Shares 222,950 (+7.2%) Est. Cost $48.28 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value $63.29M (+13.3%) Shares 1,060,302 (+2.6%) Est. Cost $40.44 Unrealized
TSLA TESLA INC 0.2%
Value $41.74M (+21.1%) Shares 99,244 (+7.1%) Est. Cost $286.28 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.0%
Value $201M (+3.7%) Shares 4,156,520 (+2.8%) Est. Cost $48.18 Unrealized
SPTI SPDR SERIES TRUST 0.2%
Value $35.31M (+24.8%) Shares 1,244,488 (+26.1%) Est. Cost $28.66 Unrealized
STIP ISHARES TR 0.0%
Value $8.801M (+374.7%) Shares 86,146 (+380.6%) Est. Cost $102.26 Unrealized
INTC INTEL CORP 0.0%
Value $8.17M (+435.7%) Shares 58,514 (+69.3%) Est. Cost $79.30 Unrealized
SPMD SPDR SERIES TRUST 0.2%
Value $34.9M (+23.3%) Shares 516,571 (+8.1%) Est. Cost $52.34 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value $32.33M (+23.7%) Shares 386,084 (+10.9%) Est. Cost $55.28 Unrealized
BEN FRANKLIN RESOURCES INC 0.1%
Value $18.18M (+51.4%) Shares 546,393 (+7.5%) Est. Cost $23.40 Unrealized
NFLX NETFLIX INC. 0.1%
Value $24.31M (-20.0%) Shares 340,601 (+7.7%) Est. Cost $100.75 Unrealized
ETN EATON CORP PLC 0.1%
Value $29.53M (+25.7%) Shares 69,297 (+5.5%) Est. Cost $258.54 Unrealized
BCUS EXCHANGE LISTED FDS TR 0.1%
Value $21.17M (+39.6%) Shares 571,899 (+20.4%) Est. Cost $32.99 Unrealized
SCZ ISHARES TR 0.1%
Value $21.69M (+37.7%) Shares 263,593 (+31.3%) Est. Cost $65.97 Unrealized
FTNT FORTINET INC 0.0%
Value $6.238M (+1369.4%) Shares 40,608 (+681.7%) Est. Cost $142.67 Unrealized
IWF ISHARES TR 0.2%
Value $31.47M (+22.5%) Shares 253,464 (+320.6%) Est. Cost $165.86 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $11.57M (+93.6%) Shares 27,843 (+26.1%) Est. Cost $452.73 Unrealized
DGRO ISHARES TR 0.1%
Value $20M (+38.2%) Shares 263,828 (+28.0%) Est. Cost $63.40 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $22.64M (+32.0%) Shares 57,006 (+5.7%) Est. Cost $198.67 Unrealized
SPLB SPDR SERIES TRUST 0.1%
Value $18.44M (+38.4%) Shares 823,018 (+37.3%) Est. Cost $22.44 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $22.15M (+29.8%) Shares 733,501 (+12.3%) Est. Cost $20.41 Unrealized
BDYN BLACKROCK ETF TRUST 0.2%
Value $32M (+18.6%) Shares 1,153,632 (+3.9%) Est. Cost $25.33 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value $19.79M (+33.9%) Shares 174,047 (+6.1%) Est. Cost $102.25 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $13.96M (+55.1%) Shares 29,234 (+9.8%) Est. Cost $156.74 Unrealized
IGEB ISHARES TR 0.1%
Value $15.92M (+44.8%) Shares 352,912 (+44.6%) Est. Cost $45.24 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value $13.88M (+54.8%) Shares 102,072 (+4.8%) Est. Cost $91.46 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $6.262M (+362.6%) Shares 43,819 (+324.2%) Est. Cost $132.26 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value $8.707M (+126.0%) Shares 371,477 (+124.9%) Est. Cost $23.51 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $11.34M (+74.6%) Shares 129,364 (+84.9%) Est. Cost $74.14 Unrealized
IAU ISHARES GOLD TR 0.2%
Value $43.49M (-10.0%) Shares 575,894 (+5.1%) Est. Cost $60.12 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $17.61M (+37.0%) Shares 17,422 (+14.7%) Est. Cost $616.03 Unrealized
LMUB ISHARES TR 0.2%
Value $45.26M (+11.0%) Shares 883,578 (+8.2%) Est. Cost $50.03 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $6.698M (+196.7%) Shares 10,487 (+25.7%) Est. Cost $198.56 Unrealized
ABBV ABBVIE INC 0.1%
Value $22.48M (+24.5%) Shares 89,324 (+7.6%) Est. Cost $150.98 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $7.787M (+125.2%) Shares 26,126 (+46.7%) Est. Cost $205.71 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $25.72M (+19.9%) Shares 175,489 (+18.2%) Est. Cost $145.51 Unrealized
APCB TRUST FOR PROFESSIONAL MANAG 2.2%
Value $455M (+0.9%) Shares 15,469,678 (+1.0%) Est. Cost $29.28 Unrealized
GCOR GOLDMAN SACHS ETF TR 0.2%
Value $46.34M (+9.9%) Shares 1,125,737 (+10.3%) Est. Cost $40.85 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $23.43M (-15.1%) Shares 141,372 (+6.0%) Est. Cost $144.33 Unrealized
SPYG SPDR SERIES TRUST 0.1%
Value $17.12M (+31.6%) Shares 143,845 (+8.3%) Est. Cost $73.75 Unrealized
CGIC CAPITAL GROUP INTERNATIONAL 0.0%
Value $5.441M (+273.4%) Shares 149,532 (+239.7%) Est. Cost $35.27 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $14.36M (+38.3%) Shares 19,500 (+8.4%) Est. Cost $458.89 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value $73.17M (+5.6%) Shares 939,116 (+6.3%) Est. Cost $75.61 Unrealized
CAT CATERPILLAR INC 0.0%
Value $10.32M (+58.3%) Shares 9,691 (+5.3%) Est. Cost $364.75 Unrealized
SPTL SPDR SERIES TRUST 0.2%
Value $49.06M (+8.4%) Shares 1,870,472 (+8.7%) Est. Cost $26.56 Unrealized
ASML ASML HLDG NV 0.0%
Value $8.628M (+77.9%) Shares 4,337 (+18.1%) Est. Cost $876.28 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value $4.172M (+796.7%) Shares 44,865 (+663.0%) Est. Cost $90.09 Unrealized
CME CME GROUP INC 0.1%
Value $14.12M (-20.7%) Shares 63,948 (+6.0%) Est. Cost $215.17 Unrealized
MRK MERCK & CO INC 0.1%
Value $13.56M (+37.0%) Shares 105,500 (+28.3%) Est. Cost $107.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $9.723M (+60.3%) Shares 34,908 (+39.5%) Est. Cost $226.75 Unrealized
GEV GE VERNOVA INC 0.0%
Value $8.396M (+76.5%) Shares 7,146 (+31.2%) Est. Cost $523.98 Unrealized
KO COCA COLA CO 0.1%
Value $20.72M (+20.9%) Shares 254,949 (+13.2%) Est. Cost $59.29 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $4.647M (+311.8%) Shares 6,105 (+111.2%) Est. Cost $490.10 Unrealized
APMU TRUST FOR PROFESSIONAL MANAG 0.4%
Value $80.41M (+4.6%) Shares 3,210,089 (+3.9%) Est. Cost $24.61 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value $9.67M (-26.1%) Shares 341,444 (+5.3%) Est. Cost $68.24 Unrealized
DEMZ ADVISORS INNER CIRCLE FD III 0.0%
Value $7.579M (+80.4%) Shares 158,754 (+51.9%) Est. Cost $39.82 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $16M (+26.6%) Shares 52,796 (+9.4%) Est. Cost $210.46 Unrealized
EMHC SPDR SERIES TRUST 0.1%
Value $19.98M (+19.8%) Shares 785,292 (+16.8%) Est. Cost $24.66 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value $15.77M (+26.0%) Shares 160,564 (+21.0%) Est. Cost $75.16 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $3.802M (+548.7%) Shares 3,940 (+163.4%) Est. Cost $669.54 Unrealized
QCOM QUALCOMM INC 0.0%
Value $8.904M (+55.6%) Shares 48,184 (+8.4%) Est. Cost $136.54 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $5.286M (+149.3%) Shares 166,691 (+141.2%) Est. Cost $35.02 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $14.45M (-17.6%) Shares 139,033 (+4.6%) Est. Cost $104.79 Unrealized
GE GE AEROSPACE 0.0%
Value $6.906M (+78.7%) Shares 18,478 (+35.7%) Est. Cost $175.54 Unrealized
META META PLATFORMS INC 0.3%
Value $67.33M (+4.7%) Shares 119,557 (+6.4%) Est. Cost $416.34 Unrealized
ALL ALLSTATE CORP 0.1%
Value $13.69M (+28.2%) Shares 57,528 (+11.7%) Est. Cost $136.88 Unrealized
AMCR AMCOR PLC 0.1%
Value $18.06M (+19.9%) Shares 409,627 (+8.1%) Est. Cost $45.70 Unrealized
CERY SPDR SERIES TRUST 0.2%
Value $44.89M (+7.1%) Shares 1,342,660 (+12.9%) Est. Cost $29.22 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value $3.725M (+393.0%) Shares 151,051 (+398.0%) Est. Cost $26.20 Unrealized
UNP UNION PAC CORP 0.1%
Value $21.85M (+15.7%) Shares 80,345 (+3.2%) Est. Cost $214.43 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value $11.05M (+36.4%) Shares 279,962 (+37.3%) Est. Cost $39.62 Unrealized
BCIL EXCHANGE LISTED FDS TR 0.0%
Value $7.881M (+56.3%) Shares 262,986 (+37.0%) Est. Cost $28.11 Unrealized
KLAC KLA CORP 0.0%
Value $4.51M (+165.4%) Shares 14,948 (+1195.3%) Est. Cost $321.74 Unrealized
BDVL BLACKROCK ETF TRUST 0.1%
Value $22.15M (+14.5%) Shares 852,768 (+8.6%) Est. Cost $25.03 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value $27.7M (+11.1%) Shares 633,085 (+7.2%) Est. Cost $33.73 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value $12.95M (+26.9%) Shares 262,785 (+9.5%) Est. Cost $34.80 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value $11.27M (+32.1%) Shares 223,246 (+31.7%) Est. Cost $50.55 Unrealized
XPH SPDR SERIES TRUST 0.1%
Value $11.96M (+29.0%) Shares 180,521 (+5.3%) Est. Cost $43.28 Unrealized
ITOT ISHARES TR 0.0%
Value $7.685M (+52.9%) Shares 46,781 (+32.6%) Est. Cost $118.41 Unrealized
SNA SNAP ON INC 0.1%
Value $20.84M (+14.4%) Shares 51,794 (+3.2%) Est. Cost $265.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $15.64M (+20.0%) Shares 31,260 (+15.0%) Est. Cost $379.61 Unrealized
EMXC ISHARES INC 0.0%
Value $3.393M (+318.4%) Shares 33,171 (+221.7%) Est. Cost $88.57 Unrealized
HD HOME DEPOT INC 0.1%
Value $17.32M (+17.5%) Shares 49,096 (+9.6%) Est. Cost $317.12 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $5.752M (-30.9%) Shares 55,865 (+4.4%) Est. Cost $120.34 Unrealized
GGUS GOLDMAN SACHS ETF TR 0.1%
Value $11.87M (+27.4%) Shares 173,918 (+8.2%) Est. Cost $58.85 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value $17.13M (+17.5%) Shares 425,289 (+17.0%) Est. Cost $41.35 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY 0.1%
Value $12.02M (+26.6%) Shares 341,123 (+9.6%) Est. Cost $30.25 Unrealized
BX BLACKSTONE INC 0.0%
Value $8.916M (+37.2%) Shares 75,814 (+34.1%) Est. Cost $135.91 Unrealized
BAC BANK OF AMER CORP 0.1%
Value $11.58M (+26.0%) Shares 203,285 (+7.8%) Est. Cost $32.76 Unrealized
RAFE PIMCO EQUITY SER 0.0%
Value $6.61M (+56.5%) Shares 138,093 (+36.1%) Est. Cost $43.54 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $6.09M (+62.1%) Shares 66,775 (+14.9%) Est. Cost $82.28 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $5.734M (+67.8%) Shares 107,973 (+93.5%) Est. Cost $59.07 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.1%
Value $11.42M (+24.7%) Shares 122,014 (+1.2%) Est. Cost $66.62 Unrealized
EVUS ISHARES TR 0.1%
Value $20.66M (+11.8%) Shares 588,537 (+1.3%) Est. Cost $31.73 Unrealized
DMXF ISHARES TR 0.1%
Value $18.15M (+13.4%) Shares 214,571 (+1.1%) Est. Cost $75.55 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $2.66M (+351.5%) Shares 6,166 (+71.8%) Est. Cost $253.11 Unrealized
ORCL ORACLE CORP 0.1%
Value $17.19M (+13.4%) Shares 117,271 (+13.8%) Est. Cost $126.29 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $12.9M (-13.1%) Shares 110,588 (+9.0%) Est. Cost $83.87 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value $6.682M (+38.3%) Shares 157,851 (+9.1%) Est. Cost $31.79 Unrealized
NOW SERVICENOW INC 0.0%
Value $5.242M (+53.7%) Shares 52,800 (+61.8%) Est. Cost $137.25 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.1%
Value $13.66M (+15.4%) Shares 297,453 (+15.1%) Est. Cost $45.52 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value $3.517M (+105.8%) Shares 69,537 (+103.0%) Est. Cost $50.31 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $15.81M (+12.9%) Shares 16,909 (+20.3%) Est. Cost $750.85 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $14.06M (+14.7%) Shares 77,746 (+4.8%) Est. Cost $93.06 Unrealized
HDV ISHARES TR 0.0%
Value $8.122M (+28.4%) Shares 296,320 (+535.7%) Est. Cost $44.19 Unrealized
CI THE CIGNA GROUP 0.0%
Value $5.242M (+50.8%) Shares 19,015 (+45.9%) Est. Cost $279.07 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value $6.556M (+36.9%) Shares 172,718 (+24.1%) Est. Cost $33.42 Unrealized
BA BOEING CO 0.0%
Value $8.393M (+26.2%) Shares 38,816 (+16.2%) Est. Cost $203.04 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value $6.53M (+35.9%) Shares 138,348 (+15.7%) Est. Cost $37.07 Unrealized
IGV ISHARES TR 0.0%
Value $2.131M (+420.3%) Shares 23,516 (+359.7%) Est. Cost $94.54 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $8.239M (+25.8%) Shares 24,376 (+12.5%) Est. Cost $286.45 Unrealized
ETHO AMPLIFY ETF TR 0.0%
Value $5.004M (+50.2%) Shares 62,072 (+23.1%) Est. Cost $64.17 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $3.756M (+80.1%) Shares 16,813 (+63.8%) Est. Cost $228.93 Unrealized
BOND PIMCO ETF TR 0.1%
Value $16.58M (+11.1%) Shares 179,754 (+11.2%) Est. Cost $91.13 Unrealized
BND VANGUARD BD INDEX FDS 0.5%
Value $98.79M (+1.7%) Shares 1,345,741 (+2.0%) Est. Cost $71.17 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value $13.01M (+14.0%) Shares 246,517 (+5.7%) Est. Cost $41.41 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $2.042M (+347.6%) Shares 3,642 (+239.1%) Est. Cost $460.08 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value $9.171M (+20.8%) Shares 333,857 (+19.4%) Est. Cost $27.42 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value $9.751M (+19.3%) Shares 219,232 (+3.0%) Est. Cost $29.93 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $4.971M (+46.0%) Shares 48,048 (+1.4%) Est. Cost $65.55 Unrealized
EMLC VANECK ETF TRUST 0.0%
Value $8.226M (+23.5%) Shares 321,847 (+21.3%) Est. Cost $25.48 Unrealized
GSSC GOLDMAN SACHS ETF TR 0.0%
Value $6.773M (+29.9%) Shares 74,219 (+6.2%) Est. Cost $65.97 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $7.232M (+27.5%) Shares 49,499 (+14.2%) Est. Cost $69.78 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $4.18M (+58.9%) Shares 44,411 (+20.0%) Est. Cost $86.06 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $15.65M (+10.7%) Shares 87,818 (+2516.0%) Est. Cost $340.26 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $2.542M (+142.2%) Shares 18,871 (+110.6%) Est. Cost $119.66 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value $8.204M (+22.2%) Shares 218,709 (+16.9%) Est. Cost $32.49 Unrealized
CGHM CAPITAL GRP FIXED INCM ETF T 0.0%
Value $9.205M (+19.3%) Shares 356,104 (+16.8%) Est. Cost $25.39 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.0%
Value $3.282M (+82.5%) Shares 87,601 (+53.8%) Est. Cost $32.31 Unrealized
BLV VANGUARD BD INDEX FDS 0.2%
Value $33.01M (+4.6%) Shares 478,824 (+4.4%) Est. Cost $67.79 Unrealized
GSID GOLDMAN SACHS ETF TR 0.0%
Value $10.37M (+16.4%) Shares 137,972 (+8.3%) Est. Cost $70.29 Unrealized
TIPX SPDR SERIES TRUST 0.1%
Value $16.14M (+9.8%) Shares 852,862 (+11.4%) Est. Cost $18.60 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $12.66M (-10.2%) Shares 31,826 (+4.1%) Est. Cost $381.41 Unrealized
VCRB VANGUARD MALVERN FDS 0.2%
Value $42.78M (+3.4%) Shares 553,912 (+3.6%) Est. Cost $78.24 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $10.44M (+15.6%) Shares 108,270 (+6.3%) Est. Cost $85.18 Unrealized
EUHY ISHARES INC 0.0%
Value $6.181M (+29.0%) Shares 114,757 (+25.6%) Est. Cost $52.75 Unrealized
AMGN AMGEN INC 0.0%
Value $8.797M (+18.4%) Shares 24,293 (+15.0%) Est. Cost $254.23 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value $2.639M (+105.0%) Shares 16,334 (+42.3%) Est. Cost $107.70 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value $36.11M (+3.8%) Shares 470,818 (+4.5%) Est. Cost $73.06 Unrealized
MMM 3M CO 0.0%
Value $5.51M (+31.8%) Shares 34,029 (+18.3%) Est. Cost $92.82 Unrealized
MDB MONGODB INC 0.0%
Value $2.433M (+118.6%) Shares 7,243 (+59.3%) Est. Cost $358.75 Unrealized
PYLD PIMCO ETF TR 0.0%
Value $4.936M (+35.2%) Shares 186,106 (+33.6%) Est. Cost $26.47 Unrealized
HUBB HUBBELL INC 0.0%
Value $7.276M (+21.3%) Shares 13,919 (+13.9%) Est. Cost $455.38 Unrealized
SYSB ISHARES TR 0.1%
Value $22.45M (+5.9%) Shares 253,060 (+6.2%) Est. Cost $89.70 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $2.025M (+161.4%) Shares 35,927 (+115.5%) Est. Cost $42.70 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.49M (+469.6%) Shares 24,439 (+421.6%) Est. Cost $60.00 Unrealized
EBND SPDR SERIES TRUST 0.1%
Value $17.82M (+7.4%) Shares 852,054 (+5.9%) Est. Cost $20.47 Unrealized
MCD MCDONALDS CORP 0.0%
Value $6.451M (+22.9%) Shares 23,867 (+41.3%) Est. Cost $274.31 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value $3.613M (+49.7%) Shares 5,138 (+31.2%) Est. Cost $551.04 Unrealized
HIMU BLACKROCK ETF TRUST II 0.0%
Value $3.991M (+42.6%) Shares 80,137 (+37.4%) Est. Cost $49.44 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $2.703M (+75.8%) Shares 31,052 (+35.4%) Est. Cost $63.31 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.0%
Value $4.191M (+38.2%) Shares 81,810 (+6.7%) Est. Cost $30.42 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $5.878M (+24.3%) Shares 54,678 (+13.8%) Est. Cost $117.79 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $4.913M (+29.9%) Shares 19,955 (+9.8%) Est. Cost $134.18 Unrealized
DIS DISNEY WALT CO 0.0%
Value $6.517M (+20.6%) Shares 67,712 (+20.8%) Est. Cost $94.01 Unrealized
RYN RAYONIER INC 0.0%
Value $1.53M (+241.9%) Shares 71,878 (+231.3%) Est. Cost $21.08 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $6.947M (-13.4%) Shares 46,719 (+4.2%) Est. Cost $181.59 Unrealized
WMT WALMART INC 0.1%
Value $15.68M (+7.4%) Shares 138,450 (+17.8%) Est. Cost $69.83 Unrealized
CGMM CAPITAL GROUP EQUITY ETF TR 0.0%
Value $4.544M (+30.9%) Shares 137,808 (+16.5%) Est. Cost $28.36 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value $13.39M (+8.6%) Shares 294,442 (+9.0%) Est. Cost $45.63 Unrealized
LIN LINDE PLC 0.1%
Value $11.9M (+9.7%) Shares 22,946 (+4.9%) Est. Cost $390.55 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $6.253M (+19.7%) Shares 108,514 (+26.0%) Est. Cost $51.12 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value $5.813M (+20.5%) Shares 102,915 (+20.9%) Est. Cost $55.78 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $3.215M (+43.2%) Shares 6,545 (+21.5%) Est. Cost $287.51 Unrealized
MLI MUELLER INDS INC 0.0%
Value $1.284M (+308.3%) Shares 10,441 (+268.0%) Est. Cost $110.57 Unrealized
ILCG ISHARES TR 0.0%
Value $1.542M (+160.9%) Shares 13,177 (+112.8%) Est. Cost $107.57 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $5.58M (+20.2%) Shares 67,765 (+3.8%) Est. Cost $56.46 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.376M (+204.0%) Shares 25,726 (+205.5%) Est. Cost $53.64 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value $6.095M (+17.1%) Shares 299,236 (+17.3%) Est. Cost $20.94 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $4.191M (+26.7%) Shares 12,187 (+10.1%) Est. Cost $242.72 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $7.339M (+13.7%) Shares 46,440 (+6.5%) Est. Cost $112.37 Unrealized
ITA ISHARES TR 0.0%
Value $6.009M (+17.0%) Shares 24,786 (+5.6%) Est. Cost $210.62 Unrealized
BK BANK OF NY MELLON CORP 0.0%
Value $3.52M (+32.7%) Shares 24,341 (+8.8%) Est. Cost $61.32 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $3.679M (+30.8%) Shares 159,044 (+31.3%) Est. Cost $25.91 Unrealized
BCO BRINKS CO 0.0%
Value $1.286M (+205.0%) Shares 13,608 (+234.5%) Est. Cost $100.34 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $9.159M (+10.4%) Shares 99,554 (+10.8%) Est. Cost $93.05 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value $2.29M (+60.5%) Shares 17,254 (+4.0%) Est. Cost $56.52 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $3.041M (+39.3%) Shares 12,799 (+23.9%) Est. Cost $165.95 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $2.84M (+43.1%) Shares 30,318 (+1.6%) Est. Cost $53.80 Unrealized
PLD PROLOGIS INC. 0.1%
Value $21.18M (+4.2%) Shares 156,316 (+1.7%) Est. Cost $110.88 Unrealized
WELL WELLTOWER INC 0.0%
Value $4.492M (+23.4%) Shares 19,790 (+7.5%) Est. Cost $146.74 Unrealized
YUM YUM BRANDS INC 0.0%
Value $3.768M (+28.8%) Shares 23,572 (+25.3%) Est. Cost $144.22 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $3.112M (+37.1%) Shares 9,295 (+2.6%) Est. Cost $87.03 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $6.283M (+15.4%) Shares 33,017 (+14.9%) Est. Cost $220.37 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $5.2M (+18.7%) Shares 39,236 (+21.1%) Est. Cost $85.16 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $6.391M (-11.3%) Shares 474,794 (+3.5%) Est. Cost $18.08 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value $34.75M (+2.4%) Shares 742,284 (+2.7%) Est. Cost $44.15 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value $2.198M (+56.7%) Shares 35,381 (+26.4%) Est. Cost $54.64 Unrealized
NKE NIKE INC 0.0%
Value $1.338M (+144.0%) Shares 32,596 (+214.0%) Est. Cost $56.98 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $3.004M (+34.6%) Shares 13,750 (+22.2%) Est. Cost $149.31 Unrealized
HEFA ISHARES TR 0.0%
Value $1.021M (+305.2%) Shares 21,749 (+266.9%) Est. Cost $44.07 Unrealized
VTRS VIATRIS INC 0.0%
Value $3.968M (+24.0%) Shares 249,892 (+5.5%) Est. Cost $8.60 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $3.129M (+32.4%) Shares 35,608 (+15.3%) Est. Cost $66.21 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $2.661M (+38.8%) Shares 22,263 (+710.4%) Est. Cost $170.43 Unrealized
FXU FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.446M (+105.8%) Shares 29,309 (+106.8%) Est. Cost $49.46 Unrealized
STT STATE STR CORP 0.0%
Value $1.163M (+176.0%) Shares 6,859 (+106.0%) Est. Cost $122.31 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $1.557M (+90.6%) Shares 15,529 (+31.7%) Est. Cost $62.31 Unrealized
SHM SPDR SERIES TRUST 0.0%
Value $1.3M (+123.3%) Shares 27,104 (+122.7%) Est. Cost $47.19 Unrealized
APPF APPFOLIO INC 0.0%
Value $1.472M (+94.2%) Shares 9,182 (+91.1%) Est. Cost $192.62 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $3.738M (-16.0%) Shares 30,041 (+33.8%) Est. Cost $265.63 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $1.261M (+129.2%) Shares 6,122 (+118.1%) Est. Cost $179.45 Unrealized
CSX CSX CORP 0.0%
Value $2.415M (+41.6%) Shares 50,812 (+22.3%) Est. Cost $33.92 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.1%
Value $11.82M (+6.4%) Shares 252,255 (+6.3%) Est. Cost $46.87 Unrealized
SO SOUTHERN CO 0.0%
Value $5.75M (+13.7%) Shares 60,081 (+14.7%) Est. Cost $68.66 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $3.112M (+27.8%) Shares 16,522 (+12.7%) Est. Cost $124.37 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value $1.126M (+145.3%) Shares 32,469 (+46.9%) Est. Cost $33.56 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $2.838M (+30.5%) Shares 20,742 (+25.1%) Est. Cost $105.71 Unrealized
PEP PEPSICO INC 0.1%
Value $17.32M (-3.7%) Shares 127,986 (+10.5%) Est. Cost $155.02 Unrealized
GTIP GOLDMAN SACHS ETF TR 0.0%
Value $5.892M (+12.6%) Shares 120,623 (+13.8%) Est. Cost $48.59 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $2.262M (+41.1%) Shares 14,500 (+14.6%) Est. Cost $110.23 Unrealized
LOW LOWES COS INC 0.0%
Value $4.156M (+18.7%) Shares 18,849 (+27.2%) Est. Cost $216.82 Unrealized
URI UNITED RENTALS INC 0.0%
Value $1.072M (+152.3%) Shares 946 (+62.3%) Est. Cost $835.48 Unrealized
EIX EDISON INTL 0.0%
Value $2.742M (+30.5%) Shares 36,824 (+28.3%) Est. Cost $67.06 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $3.173M (+25.0%) Shares 51,625 (+12.9%) Est. Cost $53.11 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $16.29M (+4.0%) Shares 32,503 (+2.0%) Est. Cost $534.42 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value $2.023M (+43.9%) Shares 48,264 (+24.5%) Est. Cost $38.17 Unrealized
XME SPDR SERIES TRUST 0.0%
Value $1.144M (+115.8%) Shares 10,698 (+118.0%) Est. Cost $107.43 Unrealized
GLD SPDR GOLD TR 0.2%
Value $46.76M (-1.3%) Shares 126,963 (+15.3%) Est. Cost $248.41 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value $3.108M (+24.5%) Shares 113,707 (+24.0%) Est. Cost $27.53 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value $8.454M (+7.8%) Shares 168,309 (+7.2%) Est. Cost $49.41 Unrealized
DOW DOW HLDGS INC 0.0%
Value $1.669M (-26.6%) Shares 61,015 (+11.7%) Est. Cost $44.69 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $1.658M (+57.5%) Shares 6,634 (+24.4%) Est. Cost $166.00 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value $1.164M (+106.4%) Shares 21,192 (+24.8%) Est. Cost $39.92 Unrealized
IDXX IDEXX LABS INC 0.1%
Value $15.26M (-3.8%) Shares 28,991 (+2.7%) Est. Cost $558.13 Unrealized
IVVM BLACKROCK ETF TRUST II 0.0%
Value $2.611M (+29.7%) Shares 70,653 (+19.8%) Est. Cost $33.99 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value $2.788M (+27.3%) Shares 27,058 (+23.3%) Est. Cost $73.52 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $7.258M (-7.6%) Shares 171,425 (+9.6%) Est. Cost $30.68 Unrealized
FLEX FLEX LTD 0.0%
Value $931K (+168.3%) Shares 5,743 (+8.4%) Est. Cost $31.74 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $937K (+163.6%) Shares 3,060 (+121.4%) Est. Cost $263.47 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $2.545M (+29.6%) Shares 7,709 (+14.5%) Est. Cost $195.66 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $1.684M (+51.0%) Shares 2,119 (+38.3%) Est. Cost $482.12 Unrealized
DFNL DAVIS FUNDAMENTAL ETF TR 0.0%
Value $1.398M (+68.5%) Shares 28,323 (+53.0%) Est. Cost $46.41 Unrealized
VTEI VANGUARD MUN BD FDS 0.0%
Value $1.766M (+46.4%) Shares 17,494 (+44.9%) Est. Cost $99.84 Unrealized
TWLO TWILIO INC 0.0%
Value $894K (+166.2%) Shares 4,334 (+62.3%) Est. Cost $155.53 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value $2.03M (+37.3%) Shares 42,515 (+1.3%) Est. Cost $31.89 Unrealized
FDCF FIDELITY COVINGTON TRUST 0.0%
Value $1.24M (+75.9%) Shares 24,818 (+51.6%) Est. Cost $45.40 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value $1.28M (+70.6%) Shares 70,836 (+1.4%) Est. Cost $11.61 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value $1.869M (+38.6%) Shares 6,030 (+36.1%) Est. Cost $243.52 Unrealized
FDMO FIDELITY COVINGTON TRUST 0.0%
Value $2.32M (+28.0%) Shares 23,532 (+4.1%) Est. Cost $71.81 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $1.407M (+55.7%) Shares 19,189 (+19.5%) Est. Cost $61.68 Unrealized
IJT ISHARES TR 0.0%
Value $1.242M (+68.1%) Shares 6,954 (+36.2%) Est. Cost $128.61 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value $923K (+119.5%) Shares 10,617 (+1.8%) Est. Cost $68.86 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $724K (+227.1%) Shares 17,511 (+298.3%) Est. Cost $39.66 Unrealized
ILMN ILLUMINA INC 0.0%
Value $1.219M (+69.3%) Shares 6,935 (+18.6%) Est. Cost $145.35 Unrealized
FLXR TCW ETF TRUST 0.0%
Value $4.348M (+12.9%) Shares 110,888 (+13.0%) Est. Cost $38.78 Unrealized
CDX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $5.65M (+9.5%) Shares 267,497 (+10.6%) Est. Cost $22.09 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $1.344M (+56.7%) Shares 8,231 (+10.7%) Est. Cost $107.23 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $3.793M (+14.7%) Shares 62,913 (+5.1%) Est. Cost $50.76 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $3.286M (+17.4%) Shares 10,436 (+22.5%) Est. Cost $303.78 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value $868K (+126.3%) Shares 36,671 (+105.4%) Est. Cost $21.32 Unrealized
EXC EXELON CORP 0.1%
Value $14.38M (+3.5%) Shares 308,405 (+8.8%) Est. Cost $43.12 Unrealized
LEXI LISTED FDS TR 0.0%
Value $745K (+174.6%) Shares 18,313 (+138.0%) Est. Cost $38.38 Unrealized
TFI SPDR SERIES TRUST 0.0%
Value $1.781M (+36.2%) Shares 38,892 (+34.8%) Est. Cost $45.66 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.0%
Value $895K (+106.9%) Shares 20,950 (+92.8%) Est. Cost $40.76 Unrealized
HPQ HP INC 0.0%
Value $2.243M (+25.8%) Shares 102,224 (+10.1%) Est. Cost $25.92 Unrealized
ELF E L F BEAUTY INC 0.0%
Value $865K (+113.1%) Shares 11,693 (+74.6%) Est. Cost $102.76 Unrealized
CRM SALESFORCE INC 0.0%
Value $6.79M (-6.2%) Shares 43,398 (+11.9%) Est. Cost $233.63 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $6.305M (-6.6%) Shares 43,128 (+11.5%) Est. Cost $282.28 Unrealized
CGSM CAPITAL GRP FIXED INCM ETF T 0.0%
Value $1.581M (+39.0%) Shares 59,910 (+38.5%) Est. Cost $26.29 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $1.277M (+53.0%) Shares 5,398 (+39.1%) Est. Cost $183.33 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value $1.019M (+76.2%) Shares 13,189 (+60.5%) Est. Cost $71.70 Unrealized
NTRA NATERA INC 0.0%
Value $1.336M (+48.7%) Shares 4,921 (+9.6%) Est. Cost $94.03 Unrealized
SLGN SILGAN HLDGS INC 0.0%
Value $1.215M (+56.1%) Shares 26,191 (+30.5%) Est. Cost $48.36 Unrealized
NET CLOUDFLARE INC 0.0%
Value $1.773M (+32.4%) Shares 7,229 (+11.4%) Est. Cost $109.66 Unrealized
MCHI ISHARES TR 0.0%
Value $806K (+115.4%) Shares 15,795 (+137.2%) Est. Cost $47.76 Unrealized
ACWI ISHARES TR 0.0%
Value $2.675M (+19.2%) Shares 17,042 (+5.1%) Est. Cost $107.91 Unrealized
RGEN REPLIGEN CORP 0.0%
Value $1.399M (+44.2%) Shares 10,251 (+24.5%) Est. Cost $150.35 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value $3.524M (+13.6%) Shares 134,619 (+13.9%) Est. Cost $26.30 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $8.332M (+5.3%) Shares 115,565 (+5.0%) Est. Cost $56.56 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.001M (+69.6%) Shares 12,140 (+55.7%) Est. Cost $70.41 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $1.704M (+31.7%) Shares 17,593 (+26.9%) Est. Cost $93.02 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value $5.432M (+8.1%) Shares 113,761 (+8.4%) Est. Cost $47.12 Unrealized
ALV AUTOLIV INC 0.0%
Value $1.579M (+34.5%) Shares 13,590 (+21.8%) Est. Cost $118.59 Unrealized
AROC ARCHROCK INC 0.0%
Value $1.288M (+45.8%) Shares 31,627 (+24.7%) Est. Cost $26.90 Unrealized
PBI PITNEY BOWES INC 0.0%
Value $1.059M (+61.8%) Shares 60,455 (+2.1%) Est. Cost $8.43 Unrealized
FTDR FRONTDOOR INC 0.0%
Value $1.088M (+58.6%) Shares 14,017 (+8.0%) Est. Cost $52.29 Unrealized
MCK MCKESSON CORP 0.0%
Value $4.65M (-7.9%) Shares 6,154 (+5.5%) Est. Cost $459.10 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $2.654M (+17.6%) Shares 8,032 (+8.2%) Est. Cost $232.78 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $1.681M (+30.9%) Shares 6,454 (+24.1%) Est. Cost $156.90 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value $985K (+67.2%) Shares 19,063 (+46.0%) Est. Cost $36.94 Unrealized
TJX TJX COS INC NEW 0.1%
Value $10.68M (-3.5%) Shares 70,476 (+1.7%) Est. Cost $96.05 Unrealized
IWN ISHARES TR 0.0%
Value $2.196M (+21.4%) Shares 9,930 (+4.1%) Est. Cost $154.66 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value $1.808M (+27.1%) Shares 12,982 (+21.5%) Est. Cost $184.88 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $2.018M (+23.4%) Shares 90,271 (+16.7%) Est. Cost $19.95 Unrealized
PTL NORTHERN LTS FD TR IV 0.0%
Value $1.553M (+32.7%) Shares 5,430 (+16.2%) Est. Cost $248.20 Unrealized
AYI ACUITY INC 0.0%
Value $652K (+141.7%) Shares 1,732 (+79.9%) Est. Cost $294.04 Unrealized
AME AMETEK INC 0.0%
Value $1.032M (+57.8%) Shares 4,266 (+39.8%) Est. Cost $182.61 Unrealized
EWJ ISHARES INC 0.0%
Value $2.823M (+15.4%) Shares 30,272 (+4.5%) Est. Cost $77.65 Unrealized
FALN ISHARES TR 0.0%
Value $3.597M (+11.7%) Shares 132,057 (+9.6%) Est. Cost $25.93 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value $18.38M (+2.1%) Shares 574,907 (+7.1%) Est. Cost $22.25 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $11.98M (+3.2%) Shares 53,766 (+6.4%) Est. Cost $175.42 Unrealized
ITT ITT INC 0.0%
Value $701K (+112.3%) Shares 3,545 (+104.6%) Est. Cost $160.87 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.0%
Value $2.14M (+20.8%) Shares 41,658 (+19.2%) Est. Cost $50.00 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $2.239M (+19.6%) Shares 11,104 (+24.0%) Est. Cost $157.45 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.0%
Value $575K (+170.2%) Shares 4,723 (+48.7%) Est. Cost $130.46 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value $570K (+158.7%) Shares 5,289 (+119.6%) Est. Cost $96.72 Unrealized
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $4.235M (+8.9%) Shares 209,964 (+9.9%) Est. Cost $20.63 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $1.047M (+49.2%) Shares 4,096 (+42.5%) Est. Cost $172.20 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.318M (+35.3%) Shares 13,370 (+16.0%) Est. Cost $75.55 Unrealized
FGDL FRANKLIN TEMPLETON HOLDINGS 0.0%
Value $2.622M (-11.5%) Shares 49,130 (+3.1%) Est. Cost $51.71 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $1.139M (+42.1%) Shares 19,576 (+42.9%) Est. Cost $58.00 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value $1.179M (+39.9%) Shares 50,108 (+36.7%) Est. Cost $22.98 Unrealized
SHYM BLACKROCK ETF TRUST II 0.0%
Value $1.118M (+43.0%) Shares 49,785 (+40.2%) Est. Cost $22.56 Unrealized
FFSM FIDELITY COVINGTON TRUST 0.0%
Value $998K (+50.0%) Shares 26,119 (+25.5%) Est. Cost $32.63 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $3.776M (+9.6%) Shares 50,789 (+7.3%) Est. Cost $35.96 Unrealized
UNM UNUM GROUP 0.0%
Value $1.681M (+24.3%) Shares 18,806 (+1.6%) Est. Cost $73.38 Unrealized
RPM RPM INTL INC 0.0%
Value $1.69M (+24.0%) Shares 15,205 (+10.9%) Est. Cost $110.57 Unrealized
MCO MOODYS CORP 0.0%
Value $3.029M (+12.1%) Shares 6,687 (+8.0%) Est. Cost $375.74 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $3.744M (+9.6%) Shares 63,474 (+10.6%) Est. Cost $58.41 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $5.788M (+6.0%) Shares 73,993 (+17.4%) Est. Cost $78.35 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $1.295M (+33.5%) Shares 14,517 (+17.2%) Est. Cost $78.12 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $852K (+61.3%) Shares 2,707 (+47.1%) Est. Cost $253.39 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $956K (+50.9%) Shares 32,514 (+31.1%) Est. Cost $26.62 Unrealized
ENTG ENTEGRIS INC 0.0%
Value $721K (+80.6%) Shares 4,010 (+17.7%) Est. Cost $111.26 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value $635K (+101.4%) Shares 1,898 (+30.0%) Est. Cost $195.98 Unrealized
BBY BEST BUY INC 0.0%
Value $1.668M (+23.4%) Shares 21,987 (+4.4%) Est. Cost $73.46 Unrealized
ILF ISHARES TR 0.0%
Value $1.086M (+39.7%) Shares 32,190 (+47.0%) Est. Cost $27.87 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE E 0.0%
Value $1.211M (+33.2%) Shares 36,883 (+21.0%) Est. Cost $30.61 Unrealized
TOPT ISHARES TR 0.0%
Value $606K (+98.2%) Shares 18,417 (+72.3%) Est. Cost $31.50 Unrealized
ECL ECOLAB INC 0.0%
Value $2.903M (+11.5%) Shares 10,421 (+6.5%) Est. Cost $197.21 Unrealized
VNOM VIPER ENERGY INC 0.0%
Value $999K (+42.5%) Shares 23,573 (+57.9%) Est. Cost $41.50 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.666M (+21.3%) Shares 36,170 (+21.4%) Est. Cost $46.12 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $1.821M (+19.0%) Shares 12,031 (+23.6%) Est. Cost $231.77 Unrealized
EBAY EBAY INC. 0.0%
Value $1.112M (+34.9%) Shares 9,952 (+9.9%) Est. Cost $54.34 Unrealized
EME EMCOR GROUP INC 0.0%
Value $2.164M (+15.2%) Shares 2,607 (+2.5%) Est. Cost $339.66 Unrealized
MAS MASCO CORP 0.0%
Value $864K (+49.0%) Shares 10,617 (+10.6%) Est. Cost $64.29 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $600K (+89.8%) Shares 5,901 (+19.9%) Est. Cost $64.93 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $2.821M (-9.1%) Shares 114,895 (+6.4%) Est. Cost $39.86 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $1.902M (+17.3%) Shares 1,592 (+4.8%) Est. Cost $1360.22 Unrealized
EUSB ISHARES TR 0.0%
Value $4.188M (+7.1%) Shares 96,390 (+7.2%) Est. Cost $41.36 Unrealized
TGT TARGET CORP 0.0%
Value $1.347M (+25.8%) Shares 10,310 (+16.8%) Est. Cost $120.57 Unrealized
BIO BIO RAD LABS INC 0.0%
Value $784K (+53.8%) Shares 2,670 (+46.0%) Est. Cost $316.76 Unrealized
ESE ESCO TECHNOLOGIES INC 0.0%
Value $1.304M (+26.2%) Shares 3,726 (+1.4%) Est. Cost $141.18 Unrealized
CTRE CARETRUST REIT INC 0.0%
Value $894K (+43.3%) Shares 22,148 (+30.1%) Est. Cost $31.36 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $762K (+53.7%) Shares 384 (+7.0%) Est. Cost $315.84 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $941K (+39.4%) Shares 3,789 (+56.8%) Est. Cost $201.18 Unrealized
DASH DOORDASH INC 0.0%
Value $995K (+36.5%) Shares 5,391 (+11.0%) Est. Cost $145.46 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $967K (+37.9%) Shares 2,608 (+21.7%) Est. Cost $231.80 Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value $1.706M (+18.4%) Shares 16,908 (+1.1%) Est. Cost $97.44 Unrealized
AES AES CORP 0.0%
Value $2.366M (+12.6%) Shares 161,360 (+8.2%) Est. Cost $14.15 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value $750K (+54.2%) Shares 6,549 (+31.5%) Est. Cost $100.85 Unrealized
PRG PROG HOLDINGS INC 0.0%
Value $628K (+72.1%) Shares 13,465 (+5.9%) Est. Cost $28.60 Unrealized
PII POLARIS INC 0.0%
Value $942K (+38.6%) Shares 13,762 (+10.4%) Est. Cost $40.59 Unrealized
CTVA CORTEVA INC 0.0%
Value $1.759M (+17.4%) Shares 20,770 (+16.0%) Est. Cost $56.48 Unrealized
PHM PULTE GROUP INC 0.0%
Value $1.198M (+27.7%) Shares 8,732 (+9.5%) Est. Cost $94.55 Unrealized
AMLP ALPS ETF TR 0.0%
Value $629K (+69.8%) Shares 12,131 (+72.3%) Est. Cost $50.35 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $677K (+61.1%) Shares 1,886 (+12.5%) Est. Cost $381.48 Unrealized
GFF GRIFFON CORP 0.0%
Value $848K (+42.2%) Shares 8,694 (+5.9%) Est. Cost $71.97 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value $696K (+56.2%) Shares 65,870 (+46.9%) Est. Cost $18.74 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.425M (+20.6%) Shares 15,173 (+19.1%) Est. Cost $84.51 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $637K (+61.5%) Shares 2,267 (+13.1%) Est. Cost $207.69 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value $1.109M (+27.8%) Shares 36,957 (+28.1%) Est. Cost $29.64 Unrealized
FDX FEDEX CORP 0.0%
Value $3.182M (-7.0%) Shares 10,163 (+5.8%) Est. Cost $241.76 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value $1.784M (+15.4%) Shares 22,894 (+2.7%) Est. Cost $62.55 Unrealized
SEIC SEI INVTS CO 0.0%
Value $1.775M (+15.3%) Shares 20,242 (+3.2%) Est. Cost $74.14 Unrealized
HSY HERSHEY CO 0.0%
Value $3.013M (-7.3%) Shares 17,171 (+9.9%) Est. Cost $182.67 Unrealized
DHI D R HORTON INC 0.0%
Value $1.277M (+22.6%) Shares 7,843 (+3.3%) Est. Cost $129.21 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value $757K (+44.9%) Shares 2,937 (+18.6%) Est. Cost $169.01 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $777K (+43.2%) Shares 16,205 (+9.8%) Est. Cost $87.11 Unrealized
CTS CTS CORP 0.0%
Value $462K (+102.3%) Shares 7,093 (+48.2%) Est. Cost $55.74 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $591K (+65.5%) Shares 4,992 (+55.9%) Est. Cost $104.65 Unrealized
BKAG BNY MELLON ETF TRUST 0.0%
Value $1.014M (+29.7%) Shares 24,166 (+30.5%) Est. Cost $42.21 Unrealized
DHS WISDOMTREE TR 0.0%
Value $1.958M (+13.4%) Shares 17,220 (+9.0%) Est. Cost $90.38 Unrealized
BCS BARCLAYS PLC 0.0%
Value $858K (+36.6%) Shares 31,952 (+7.7%) Est. Cost $11.62 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $3.856M (-5.6%) Shares 31,319 (+20.6%) Est. Cost $116.10 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value $2.14M (+12.0%) Shares 20,586 (+4.2%) Est. Cost $80.29 Unrealized
SAP SAP SE 0.0%
Value $1.063M (+27.4%) Shares 6,897 (+41.5%) Est. Cost $174.04 Unrealized
BLK BLACKROCK INC 0.0%
Value $5.966M (+4.0%) Shares 6,204 (+4.0%) Est. Cost $991.57 Unrealized
WWJD NORTHERN LTS FD TR IV 0.0%
Value $795K (+39.0%) Shares 20,851 (+36.3%) Est. Cost $32.63 Unrealized
SE SEA LTD 0.0%
Value $918K (+32.0%) Shares 9,579 (+14.1%) Est. Cost $96.07 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value $1.878M (+13.4%) Shares 84,268 (+13.7%) Est. Cost $22.52 Unrealized
PRI PRIMERICA INC 0.0%
Value $1.648M (+15.6%) Shares 5,797 (+1.9%) Est. Cost $246.43 Unrealized
DOV DOVER CORP 0.0%
Value $1.759M (+14.4%) Shares 7,842 (+6.3%) Est. Cost $152.21 Unrealized
SUSA ISHARES TR 0.0%
Value $643K (+52.2%) Shares 4,166 (+30.3%) Est. Cost $109.60 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value $1.022M (+27.4%) Shares 4,470 (+25.6%) Est. Cost $211.47 Unrealized
MTH MERITAGE HOMES CORP 0.0%
Value $694K (+45.5%) Shares 8,279 (+7.3%) Est. Cost $70.54 Unrealized
MLPX GLOBAL X FDS 0.0%
Value $1.265M (+20.7%) Shares 17,176 (+21.1%) Est. Cost $64.96 Unrealized
APG API GROUP CORP 0.0%
Value $437K (+98.0%) Shares 10,327 (+89.4%) Est. Cost $34.85 Unrealized
NYT NEW YORK TIMES CO MTN BE 0.0%
Value $1.201M (-15.2%) Shares 17,165 (+1.4%) Est. Cost $50.37 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $1.417M (+17.7%) Shares 12,906 (+3.5%) Est. Cost $121.16 Unrealized
RGLO RUSSELL INVTS EXCHANGE TRADE 0.0%
Value $1.223M (+20.9%) Shares 37,575 (+7.6%) Est. Cost $29.52 Unrealized
AAMI ACADIAN ASSET MANAGEMENT INC 0.0%
Value $768K (+37.4%) Shares 10,735 (+4.6%) Est. Cost $30.90 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $872K (+30.7%) Shares 4,114 (+20.8%) Est. Cost $144.15 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value $770K (+35.8%) Shares 26,525 (+21.1%) Est. Cost $24.15 Unrealized
PTCT PTC THERAPEUTICS INC 0.0%
Value $1.12M (+21.8%) Shares 13,730 (+1.8%) Est. Cost $73.83 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $461K (+73.6%) Shares 5,092 (+53.7%) Est. Cost $85.00 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $858K (+29.3%) Shares 23,194 (+19.0%) Est. Cost $32.26 Unrealized
SRE SEMPRA 0.0%
Value $1.108M (+21.3%) Shares 11,948 (+27.1%) Est. Cost $73.38 Unrealized
EOG EOG RES INC 0.0%
Value $1.931M (-9.1%) Shares 14,888 (+1.3%) Est. Cost $116.26 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $560K (+52.8%) Shares 7,475 (+33.0%) Est. Cost $66.50 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $772K (+33.4%) Shares 6,723 (+30.5%) Est. Cost $73.91 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $691K (+38.8%) Shares 21,996 (+9.3%) Est. Cost $23.90 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $491K (+64.3%) Shares 6,461 (+47.0%) Est. Cost $57.62 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value $776K (+32.9%) Shares 9,697 (+7.0%) Est. Cost $60.64 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $1.05M (-15.3%) Shares 2,692 (+2.7%) Est. Cost $271.06 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $1.84M (+11.5%) Shares 20,065 (+3.7%) Est. Cost $78.98 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $496K (+60.0%) Shares 2,942 (+25.1%) Est. Cost $124.25 Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value $523K (+54.7%) Shares 6,283 (+35.1%) Est. Cost $64.30 Unrealized
NVS NOVARTIS AG 0.0%
Value $2.981M (+6.6%) Shares 19,022 (+3.9%) Est. Cost $107.03 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value $1.475M (+14.0%) Shares 34,952 (+14.0%) Est. Cost $41.31 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3.033M (+6.3%) Shares 145,410 (+6.8%) Est. Cost $20.80 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value $2.625M (+7.3%) Shares 14,498 (+29.6%) Est. Cost $159.24 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.0%
Value $1.493M (+13.5%) Shares 18,353 (+1.3%) Est. Cost $66.93 Unrealized
SM SM ENERGY COMPANY 0.0%
Value $1.062M (-14.2%) Shares 40,675 (+2.5%) Est. Cost $20.05 Unrealized
ROST ROSS STORES INC 0.0%
Value $1.038M (+20.3%) Shares 4,878 (+22.4%) Est. Cost $134.81 Unrealized
PSX PHILLIPS 66 0.0%
Value $2.773M (-5.9%) Shares 16,403 (+1.4%) Est. Cost $104.54 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $1.873M (+10.1%) Shares 29,259 (+22.5%) Est. Cost $73.67 Unrealized
PNR PENTAIR PLC 0.0%
Value $1.82M (-8.6%) Shares 23,740 (+3.9%) Est. Cost $72.07 Unrealized
NOK NOKIA CORP 0.0%
Value $265K (+180.7%) Shares 19,987 (+69.9%) Est. Cost $8.29 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $470K (+56.9%) Shares 2,566 (+30.7%) Est. Cost $130.24 Unrealized
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value $1.315M (+14.8%) Shares 18,366 (+5.7%) Est. Cost $52.78 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value $722K (+30.7%) Shares 11,533 (+4.0%) Est. Cost $56.55 Unrealized
THO THOR INDS INC 0.0%
Value $850K (+25.0%) Shares 11,310 (+32.8%) Est. Cost $85.86 Unrealized
HRMY HARMONY BIOSCIENCES HLDGS IN 0.0%
Value $640K (+36.1%) Shares 17,566 (+4.7%) Est. Cost $32.36 Unrealized
CPF CENTRAL PAC FINL CORP 0.0%
Value $646K (+34.4%) Shares 16,907 (+12.5%) Est. Cost $27.09 Unrealized
WAT WATERS CORP 0.0%
Value $424K (+62.8%) Shares 1,131 (+29.3%) Est. Cost $325.81 Unrealized
AIZ ASSURANT INC 0.0%
Value $381K (+73.8%) Shares 1,417 (+41.0%) Est. Cost $200.18 Unrealized
CURB CURBLINE PPTYS CORP 0.0%
Value $663K (+32.1%) Shares 21,817 (+12.1%) Est. Cost $23.67 Unrealized
XYL XYLEM INC 0.0%
Value $601K (+36.5%) Shares 5,080 (+38.0%) Est. Cost $120.39 Unrealized
TSPA T ROWE PRICE EXCHANGE-TRADED 0.0%
Value $478K (+49.8%) Shares 10,050 (+28.9%) Est. Cost $40.98 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $687K (+29.6%) Shares 6,377 (+8.4%) Est. Cost $93.82 Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $944K (+19.7%) Shares 21,736 (+6.4%) Est. Cost $36.51 Unrealized
ING ING GROEP N.V. 0.0%
Value $513K (+42.9%) Shares 16,354 (+18.6%) Est. Cost $16.71 Unrealized
ENS ENERSYS 0.0%
Value $436K (+54.6%) Shares 1,864 (+14.8%) Est. Cost $146.35 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value $645K (+30.5%) Shares 60,828 (+42.6%) Est. Cost $13.86 Unrealized
RTX RTX CORPORATION 0.0%
Value $9.875M (+1.5%) Shares 52,046 (+3.2%) Est. Cost $88.91 Unrealized
XYZ BLOCK INC 0.0%
Value $524K (+40.0%) Shares 6,901 (+10.9%) Est. Cost $73.05 Unrealized
NI NISOURCE INC 0.0%
Value $607K (+32.0%) Shares 12,773 (+29.5%) Est. Cost $33.71 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value $1.447M (+11.3%) Shares 6,096 (+9.4%) Est. Cost $219.58 Unrealized
MOG/A MOOG INC 0.0%
Value $462K (+46.4%) Shares 1,091 (+1.1%) Est. Cost $142.79 Unrealized
MOO VANECK ETF TRUST 0.0%
Value $950K (+18.2%) Shares 12,004 (+26.3%) Est. Cost $75.36 Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value $962K (+17.7%) Shares 5,858 (+4.9%) Est. Cost $107.76 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $473K (+42.9%) Shares 4,509 (+2.2%) Est. Cost $78.89 Unrealized
EEM ISHARES TR 0.0%
Value $734K (+23.9%) Shares 10,733 (+2.8%) Est. Cost $45.19 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $1.867M (-7.0%) Shares 3,445 (+1.8%) Est. Cost $298.98 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $941K (+17.5%) Shares 4,872 (+3.7%) Est. Cost $219.56 Unrealized
MTB M & T BK CORP 0.0%
Value $760K (+22.3%) Shares 3,192 (+6.3%) Est. Cost $155.02 Unrealized
JHMD JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $1.066M (+14.8%) Shares 24,007 (+9.5%) Est. Cost $41.21 Unrealized
IXC ISHARES TR 0.0%
Value $4.085M (+3.5%) Shares 83,169 (+21.4%) Est. Cost $45.08 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value $418K (+47.9%) Shares 5,072 (+24.5%) Est. Cost $63.42 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $855K (+18.8%) Shares 6,687 (+2.0%) Est. Cost $85.06 Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.0%
Value $1.856M (+7.8%) Shares 36,609 (+7.9%) Est. Cost $50.76 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $336K (+66.5%) Shares 2,543 (+41.4%) Est. Cost $122.74 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value $1.811M (+7.9%) Shares 9,680 (+8.9%) Est. Cost $125.15 Unrealized
SKYW SKYWEST INC 0.0%
Value $803K (+19.8%) Shares 8,089 (+10.7%) Est. Cost $91.42 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $998K (+15.3%) Shares 9,246 (+4.3%) Est. Cost $92.74 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $360K (+56.5%) Shares 6,490 (+72.1%) Est. Cost $45.41 Unrealized
PPL PPL CORP 0.0%
Value $1.4M (+10.2%) Shares 38,504 (+15.8%) Est. Cost $26.36 Unrealized
STC STEWART INFORMATION SVCS COR 0.0%
Value $419K (+43.7%) Shares 6,351 (+34.0%) Est. Cost $58.77 Unrealized
MOS MOSAIC CO 0.0%
Value $1.69M (-7.0%) Shares 79,773 (+11.9%) Est. Cost $24.99 Unrealized
CNS COHEN & STEERS INC 0.0%
Value $586K (+27.7%) Shares 7,695 (+4.9%) Est. Cost $69.32 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value $856K (+17.4%) Shares 25,596 (+17.7%) Est. Cost $32.73 Unrealized
SYY SYSCO CORP 0.0%
Value $418K (+43.0%) Shares 5,004 (+22.0%) Est. Cost $72.32 Unrealized
PHYL PGIM ETF TR 0.0%
Value $712K (+20.9%) Shares 20,426 (+20.0%) Est. Cost $35.15 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $502K (+32.5%) Shares 4,253 (+18.8%) Est. Cost $139.95 Unrealized
JHEM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $497K (+32.9%) Shares 12,362 (+13.1%) Est. Cost $34.19 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.0%
Value $537K (+29.7%) Shares 27,007 (+10.7%) Est. Cost $10.24 Unrealized
SNDR SCHNEIDER NATIONAL INC 0.0%
Value $330K (+59.0%) Shares 9,035 (+14.8%) Est. Cost $28.03 Unrealized
PFFD GLOBAL X FDS 0.0%
Value $873K (+16.3%) Shares 46,730 (+14.5%) Est. Cost $19.40 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value $512K (+30.6%) Shares 21,576 (+5.5%) Est. Cost $16.09 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value $498K (+31.5%) Shares 5,665 (+449.5%) Est. Cost $114.70 Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value $687K (+20.9%) Shares 6,783 (+20.7%) Est. Cost $100.85 Unrealized
UBS UBS GROUP AG 0.0%
Value $422K (+39.0%) Shares 8,511 (+9.6%) Est. Cost $28.38 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value $494K (+31.4%) Shares 3,111 (+2.7%) Est. Cost $146.29 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value $1.07M (+12.1%) Shares 35,691 (+59.1%) Est. Cost $41.37 Unrealized
CDW CDW CORP 0.0%
Value $340K (+49.6%) Shares 2,417 (+28.7%) Est. Cost $188.36 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $446K (+33.6%) Shares 10,062 (+17.0%) Est. Cost $32.32 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value $695K (+19.2%) Shares 2,449 (+6.7%) Est. Cost $163.80 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $9.694M (-1.1%) Shares 53,997 (+4.5%) Est. Cost $282.14 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value $2.068M (+5.7%) Shares 103,456 (+5.5%) Est. Cost $19.54 Unrealized
BIIB BIOGEN INC 0.0%
Value $376K (+42.0%) Shares 1,738 (+20.5%) Est. Cost $172.35 Unrealized
INSM INSMED INC 0.0%
Value $232K (-32.3%) Shares 2,174 (+3.8%) Est. Cost $48.66 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $937K (+13.2%) Shares 122,070 (+2.5%) Est. Cost $3.99 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value $489K (+28.7%) Shares 24,039 (+11.3%) Est. Cost $15.54 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $357K (+43.9%) Shares 2,053 (+15.6%) Est. Cost $150.54 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value $242K (+74.7%) Shares 14,410 (+19.6%) Est. Cost $12.75 Unrealized
FINT ADVISORS INNER CIRCLE FD II 0.0%
Value $416K (+32.9%) Shares 11,578 (+21.6%) Est. Cost $32.51 Unrealized
TRP TC ENERGY CORP 0.0%
Value $1.519M (+7.2%) Shares 22,946 (+1.1%) Est. Cost $33.70 Unrealized
ARGX ARGENX SE 0.0%
Value $339K (+43.1%) Shares 365 (+12.7%) Est. Cost $542.77 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value $367K (+38.4%) Shares 15,083 (+37.0%) Est. Cost $24.31 Unrealized
CUBI CUSTOMERS BANCORP INC 0.0%
Value $562K (+21.9%) Shares 7,104 (+6.9%) Est. Cost $52.51 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $601K (+20.0%) Shares 2,349 (+8.2%) Est. Cost $251.09 Unrealized
FBP FIRST BANCORP CORPORATION 0.0%
Value $461K (+27.0%) Shares 17,671 (+4.1%) Est. Cost $19.66 Unrealized
WTFC WINTRUST FINL CORP 0.0%
Value $551K (+21.6%) Shares 3,426 (+5.2%) Est. Cost $89.20 Unrealized
PFS PROVIDENT FINL SVCS INC 0.0%
Value $489K (+24.9%) Shares 20,706 (+11.8%) Est. Cost $16.71 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $620K (+18.6%) Shares 4,017 (+12.1%) Est. Cost $119.65 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value $1.372M (+7.4%) Shares 13,571 (+2.8%) Est. Cost $98.81 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $487K (+24.0%) Shares 3,506 (+8.9%) Est. Cost $135.90 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $2.563M (+3.8%) Shares 44,309 (+3.4%) Est. Cost $66.57 Unrealized
NOVT NOVANTA INC 0.0%
Value $311K (+42.6%) Shares 1,914 (+3.8%) Est. Cost $119.84 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $570K (+19.1%) Shares 2,344 (+6.5%) Est. Cost $188.54 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $999K (+10.0%) Shares 12,400 (+292.2%) Est. Cost $131.21 Unrealized
BWA BORGWARNER INC 0.0%
Value $305K (+41.5%) Shares 4,598 (+15.6%) Est. Cost $40.70 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.0%
Value $326K (+37.6%) Shares 13,845 (+15.3%) Est. Cost $13.47 Unrealized
CRH CRH PLC 0.0%
Value $1.146M (+8.3%) Shares 10,712 (+6.5%) Est. Cost $76.51 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.119M (+8.5%) Shares 22,089 (+7.1%) Est. Cost $50.36 Unrealized
XYLD GLOBAL X FDS 0.0%
Value $795K (+12.3%) Shares 19,493 (+7.8%) Est. Cost $40.34 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $328K (+35.9%) Shares 246 (+18.3%) Est. Cost $998.61 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value $387K (+28.8%) Shares 1,957 (+20.1%) Est. Cost $161.12 Unrealized
DB DEUTSCHE BK AG 0.0%
Value $352K (+32.0%) Shares 10,441 (+16.4%) Est. Cost $22.01 Unrealized
REMG RUSSELL INVTS EXCHANGE TRADE 0.0%
Value $429K (+24.5%) Shares 11,507 (+3.0%) Est. Cost $29.26 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value $328K (+34.5%) Shares 13,578 (+13.1%) Est. Cost $17.79 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value $2.042M (+4.3%) Shares 45,531 (+3.4%) Est. Cost $42.61 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $480K (+21.2%) Shares 2,946 (+6.5%) Est. Cost $119.70 Unrealized
SDVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $541K (+18.3%) Shares 23,424 (+11.2%) Est. Cost $21.84 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $543K (+18.1%) Shares 1,984 (+2.0%) Est. Cost $172.64 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.0%
Value $1.044M (+8.7%) Shares 15,281 (+2.7%) Est. Cost $61.21 Unrealized
XPEL XPEL INC 0.0%
Value $599K (+16.1%) Shares 12,080 (+3.6%) Est. Cost $33.71 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.0%
Value $675K (+13.9%) Shares 12,590 (+11.5%) Est. Cost $52.64 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $389K (+26.7%) Shares 1,468 (+12.0%) Est. Cost $180.72 Unrealized
AFL AFLAC INC 0.0%
Value $535K (+17.9%) Shares 4,567 (+10.3%) Est. Cost $78.51 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $1.349M (+6.4%) Shares 4,600 (+5.4%) Est. Cost $266.05 Unrealized
BGRN ISHARES TR 0.0%
Value $1.167M (+7.4%) Shares 24,576 (+7.4%) Est. Cost $45.76 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value $511K (+18.4%) Shares 7,691 (+77.3%) Est. Cost $91.57 Unrealized
TOLZ PROSHARES TR 0.0%
Value $2.223M (+3.7%) Shares 37,513 (+4.9%) Est. Cost $42.33 Unrealized
TBBK BANCORP INC DEL 0.0%
Value $482K (+19.3%) Shares 7,699 (+2.3%) Est. Cost $69.55 Unrealized
FWRD FORWARD AIR CORP 0.0%
Value $349K (-18.3%) Shares 25,807 (+1.1%) Est. Cost $22.39 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value $690K (+12.6%) Shares 11,920 (+6.9%) Est. Cost $55.56 Unrealized
TRN TRINITY INDS INC 0.0%
Value $679K (+12.7%) Shares 19,641 (+4.9%) Est. Cost $25.38 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $476K (+18.8%) Shares 6,345 (+6.4%) Est. Cost $66.60 Unrealized
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value $1.367M (+5.8%) Shares 51,873 (+1.8%) Est. Cost $20.62 Unrealized
TRGP TARGA RES CORP 0.0%
Value $501K (+17.5%) Shares 1,870 (+9.9%) Est. Cost $207.67 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $347K (+27.4%) Shares 13,744 (+9.0%) Est. Cost $37.32 Unrealized
GM GENERAL MTRS CO 0.0%
Value $760K (+10.8%) Shares 9,855 (+7.1%) Est. Cost $37.82 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $281K (+35.6%) Shares 883 (+15.4%) Est. Cost $274.84 Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $571K (+14.8%) Shares 17,854 (+7.5%) Est. Cost $24.97 Unrealized
JHCB JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $380K (+23.8%) Shares 17,923 (+23.6%) Est. Cost $21.18 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $394K (+22.8%) Shares 2,995 (+27.0%) Est. Cost $127.95 Unrealized
AA ALCOA CORP 0.0%
Value $332K (-17.8%) Shares 6,373 (+4.6%) Est. Cost $60.70 Unrealized
CIEN CIENA CORP 0.0%
Value $329K (+27.9%) Shares 670 (+1.2%) Est. Cost $54.29 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $545K (+15.1%) Shares 5,753 (+5.7%) Est. Cost $53.39 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value $293K (+32.1%) Shares 2,879 (+11.1%) Est. Cost $71.53 Unrealized
SHEL SHELL PLC 0.0%
Value $792K (-8.2%) Shares 10,213 (+10.1%) Est. Cost $67.10 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value $321K (+27.8%) Shares 12,817 (+27.6%) Est. Cost $24.64 Unrealized
FLCE ADVISORS INNER CIRCLE FD II 0.0%
Value $392K (+21.0%) Shares 12,566 (+5.9%) Est. Cost $28.38 Unrealized
WPC WP CAREY INC 0.0%
Value $677K (+11.1%) Shares 9,468 (+5.6%) Est. Cost $56.32 Unrealized
IQLT ISHARES TR 0.0%
Value $701K (+10.5%) Shares 14,152 (+3.1%) Est. Cost $39.30 Unrealized
BYD BOYD GAMING CORP 0.0%
Value $269K (+32.6%) Shares 3,050 (+23.3%) Est. Cost $83.41 Unrealized
TALO TALOS ENERGY INC 0.0%
Value $381K (-14.7%) Shares 29,535 (+4.1%) Est. Cost $8.62 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL 0.0%
Value $471K (+16.2%) Shares 12,793 (+6.8%) Est. Cost $33.17 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value $2.033M (+3.3%) Shares 24,531 (+5.5%) Est. Cost $63.61 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $311K (+26.4%) Shares 53,421 (+9.0%) Est. Cost $3.05 Unrealized
SHLD GLOBAL X FDS 0.0%
Value $492K (+14.9%) Shares 8,243 (+36.3%) Est. Cost $67.55 Unrealized
ADBE ADOBE INC 0.0%
Value $1.306M (-4.7%) Shares 6,369 (+13.0%) Est. Cost $480.67 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $582K (+12.2%) Shares 3,242 (+12.5%) Est. Cost $127.21 Unrealized
IVLU ISHARES TR 0.0%
Value $753K (+9.0%) Shares 18,001 (+3.4%) Est. Cost $32.50 Unrealized
RINT RUSSELL INVTS EXCHANGE TRADE 0.0%
Value $599K (+11.5%) Shares 18,800 (+1.8%) Est. Cost $28.94 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $2.355M (-2.5%) Shares 14,398 (+2.9%) Est. Cost $171.42 Unrealized
DTE DTE ENERGY CO 0.0%
Value $651K (+10.3%) Shares 4,272 (+5.8%) Est. Cost $108.61 Unrealized
VST VISTRA CORP 0.0%
Value $290K (+26.0%) Shares 1,829 (+19.5%) Est. Cost $98.32 Unrealized
KR KROGER CO 0.0%
Value $330K (-15.3%) Shares 5,945 (+10.3%) Est. Cost $57.69 Unrealized
JHHY JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $343K (+20.6%) Shares 13,434 (+19.6%) Est. Cost $25.38 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.121M (+5.5%) Shares 54,111 (+5.7%) Est. Cost $20.80 Unrealized
CCOI COGENT COMM HOLDINGS INC 0.0%
Value $278K (+26.1%) Shares 20,060 (+71.2%) Est. Cost $19.37 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $471K (+13.6%) Shares 3,231 (+6.9%) Est. Cost $85.82 Unrealized
WRB BERKLEY W R CORP 0.0%
Value $668K (+9.2%) Shares 9,467 (+2.6%) Est. Cost $39.72 Unrealized
ALLE ALLEGION PLC 0.0%
Value $833K (+7.0%) Shares 5,928 (+10.7%) Est. Cost $112.86 Unrealized
IVZ INVESCO LTD 0.0%
Value $273K (+24.5%) Shares 10,346 (+14.6%) Est. Cost $17.26 Unrealized
CHCO CITY HLDG CO 0.0%
Value $389K (+15.8%) Shares 2,934 (+4.4%) Est. Cost $115.58 Unrealized
GLPI GAMING & LEISURE P 0.0%
Value $506K (+11.7%) Shares 11,372 (+11.3%) Est. Cost $46.45 Unrealized
SMMU PIMCO ETF TR 0.0%
Value $317K (+19.9%) Shares 6,279 (+19.8%) Est. Cost $49.98 Unrealized
RECS COLUMBIA ETF TR I 0.0%
Value $322K (+19.4%) Shares 7,440 (+7.6%) Est. Cost $40.72 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $369K (+15.9%) Shares 7,261 (+13.1%) Est. Cost $43.90 Unrealized
BUYW NORTHERN LTS FD TR IV 0.0%
Value $759K (+7.2%) Shares 52,512 (+4.4%) Est. Cost $13.88 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $943K (+5.4%) Shares 13,170 (+13.5%) Est. Cost $83.77 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $540K (+9.8%) Shares 1,831 (+1.4%) Est. Cost $224.30 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value $194K (+33.0%) Shares 22,173 (+38.8%) Est. Cost $13.48 Unrealized
EPI WISDOMTREE TR 0.0%
Value $398K (+13.2%) Shares 9,310 (+8.0%) Est. Cost $45.67 Unrealized
REG REGENCY CTRS CORP 0.0%
Value $276K (+20.2%) Shares 3,460 (+14.1%) Est. Cost $68.53 Unrealized
SGOL ETFS GOLD TR 0.0%
Value $392K (-10.6%) Shares 10,244 (+4.3%) Est. Cost $26.04 Unrealized
ABM ABM INDS INC 0.0%
Value $322K (+16.7%) Shares 7,276 (+1.6%) Est. Cost $47.43 Unrealized
MTUS METALLUS INC 0.0%
Value $334K (+15.9%) Shares 17,884 (+1.3%) Est. Cost $13.39 Unrealized
DEO DIAGEO PLC 0.0%
Value $443K (+11.0%) Shares 5,513 (+2.8%) Est. Cost $139.03 Unrealized
QYLD GLOBAL X FDS 0.0%
Value $378K (+12.9%) Shares 20,488 (+5.0%) Est. Cost $17.52 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $248K (+20.4%) Shares 7,311 (+7.1%) Est. Cost $31.39 Unrealized
SSNC SS&C TECH HLDGS 0.0%
Value $544K (-7.1%) Shares 8,773 (+1.2%) Est. Cost $69.79 Unrealized
FJP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $304K (+15.7%) Shares 3,986 (+10.1%) Est. Cost $54.79 Unrealized
PPG PPG INDS INC 0.0%
Value $244K (+20.3%) Shares 2,012 (+6.0%) Est. Cost $117.12 Unrealized
AEE AMEREN CORP 0.0%
Value $246K (+20.0%) Shares 2,179 (+16.6%) Est. Cost $87.41 Unrealized
RACE FERRARI N V 0.0%
Value $279K (+16.6%) Shares 751 (+5.8%) Est. Cost $316.42 Unrealized
ROL ROLLINS INC 0.0%
Value $464K (-7.8%) Shares 11,125 (+17.9%) Est. Cost $39.56 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $242K (+19.1%) Shares 2,808 (+10.9%) Est. Cost $78.96 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $360K (+11.5%) Shares 6,318 (+6.8%) Est. Cost $36.93 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $518K (-6.6%) Shares 3,759 (+7.2%) Est. Cost $157.26 Unrealized
NU NU HLDGS LTD 0.0%
Value $257K (+16.5%) Shares 19,227 (+25.3%) Est. Cost $12.24 Unrealized
SHOP SHOPIFY INC 0.0%
Value $3.409M (-1.1%) Shares 29,858 (+2.8%) Est. Cost $81.43 Unrealized
TXT TEXTRON INC 0.0%
Value $302K (+13.5%) Shares 3,289 (+8.4%) Est. Cost $86.56 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value $598K (+6.3%) Shares 7,429 (+4.5%) Est. Cost $88.88 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $251K (+16.1%) Shares 6,104 (+11.1%) Est. Cost $39.60 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value $711K (+5.1%) Shares 3,867 (+2.8%) Est. Cost $118.54 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.0%
Value $408K (+9.3%) Shares 9,893 (+10.5%) Est. Cost $41.76 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value $283K (+13.0%) Shares 5,938 (+3.9%) Est. Cost $40.74 Unrealized
POOL POOL CORP 0.0%
Value $391K (+8.9%) Shares 1,821 (+2.5%) Est. Cost $354.56 Unrealized
SLB SLB LIMITED 0.0%
Value $1.107M (-2.8%) Shares 23,820 (+7.5%) Est. Cost $48.18 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value $261K (+13.8%) Shares 8,748 (+15.7%) Est. Cost $30.29 Unrealized
MDLN MEDLINE INC 0.0%
Value $501K (+6.7%) Shares 12,705 (+20.4%) Est. Cost $41.76 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value $246K (+14.0%) Shares 9,047 (+14.9%) Est. Cost $23.01 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.747M (+1.7%) Shares 39,043 (+1.8%) Est. Cost $46.06 Unrealized
CSW CSW INDUSTRIALS INC 0.0%
Value $316K (+9.9%) Shares 1,136 (+2.9%) Est. Cost $215.23 Unrealized
LADR LADDER CAP CORP 0.0%
Value $178K (+17.1%) Shares 17,855 (+15.0%) Est. Cost $10.49 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value $276K (+10.2%) Shares 6,689 (+6.6%) Est. Cost $39.15 Unrealized
INVA INNOVIVA INC 0.0%
Value $232K (+12.0%) Shares 10,207 (+14.9%) Est. Cost $21.28 Unrealized
PFE PFIZER INC 0.0%
Value $4.328M (-0.6%) Shares 179,745 (+16.0%) Est. Cost $28.34 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value $271K (+9.7%) Shares 11,828 (+8.5%) Est. Cost $22.68 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $4.171M (-0.6%) Shares 10,043 (+3.9%) Est. Cost $366.60 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $965K (+2.4%) Shares 22,129 (+2.4%) Est. Cost $42.20 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $385K (+6.2%) Shares 14,447 (+9.3%) Est. Cost $23.65 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3.132M (-0.7%) Shares 64,370 (+3.7%) Est. Cost $34.57 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value $465K (+4.8%) Shares 18,088 (+5.1%) Est. Cost $25.95 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value $529K (-3.7%) Shares 13,801 (+1.2%) Est. Cost $38.95 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value $776K (+2.7%) Shares 10,728 (+8.6%) Est. Cost $76.22 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value $628K (+3.2%) Shares 12,605 (+45.9%) Est. Cost $85.87 Unrealized
DOCU DOCUSIGN INC 0.0%
Value $527K (-3.4%) Shares 11,867 (+3.1%) Est. Cost $78.53 Unrealized
GSK GSK PLC 0.0%
Value $951K (-1.9%) Shares 18,135 (+3.3%) Est. Cost $38.48 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value $733K (+2.5%) Shares 29,473 (+2.0%) Est. Cost $24.72 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $569K (-3.0%) Shares 2,343 (+12.4%) Est. Cost $199.46 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value $224K (+7.7%) Shares 1,345 (+4.8%) Est. Cost $139.16 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $972K (-1.6%) Shares 3,452 (+5.1%) Est. Cost $234.63 Unrealized
QEFA SPDR INDEX SHS FDS 0.0%
Value $268K (+6.1%) Shares 2,792 (+3.1%) Est. Cost $73.89 Unrealized
FUMB FIRST TR EXCH TRADED FD III 0.0%
Value $472K (+3.4%) Shares 23,513 (+3.3%) Est. Cost $20.02 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $1.35M (-1.1%) Shares 6,935 (+3.9%) Est. Cost $202.68 Unrealized
CG CARLYLE GROUP INC 0.0%
Value $221K (+6.7%) Shares 5,254 (+22.7%) Est. Cost $43.08 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $1.627M (-0.8%) Shares 3,195 (+32.9%) Est. Cost $445.44 Unrealized
USFR WISDOMTREE TR 0.0%
Value $1.104M (+1.2%) Shares 21,935 (+1.1%) Est. Cost $50.31 Unrealized
FISV FISERV INC 0.0%
Value $278K (-4.2%) Shares 5,662 (+9.0%) Est. Cost $118.14 Unrealized
RTO RENTOKIL INITIAL PLC 0.0%
Value $220K (-5.2%) Shares 7,684 (+4.3%) Est. Cost $31.36 Unrealized
HLN HALEON PLC 0.0%
Value $316K (-3.7%) Shares 33,899 (+3.3%) Est. Cost $8.42 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value $356K (+3.4%) Shares 13,787 (+10.1%) Est. Cost $25.03 Unrealized
NOBL PROSHARES TR 0.0%
Value $224K (+5.5%) Shares 3,991 (+99.2%) Est. Cost $72.78 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $494K (+2.4%) Shares 5,088 (+1.3%) Est. Cost $76.39 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value $154K (-6.7%) Shares 11,671 (+5.9%) Est. Cost $9.59 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $243K (+4.6%) Shares 190 (+3.3%) Est. Cost $1341.38 Unrealized
EQT EQT CORP 0.0%
Value $276K (+4.0%) Shares 5,194 (+24.4%) Est. Cost $43.84 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $340K (+3.1%) Shares 1,659 (+2.5%) Est. Cost $129.54 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value $685K (+1.5%) Shares 13,958 (+10.1%) Est. Cost $42.16 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value $390K (+2.3%) Shares 21,805 (+1.6%) Est. Cost $17.78 Unrealized
JMBS JANUS DETROIT STR TR 0.0%
Value $1.057M (+0.7%) Shares 23,489 (+1.2%) Est. Cost $44.94 Unrealized
BMI BADGER METER INC 0.0%
Value $621K (-1.2%) Shares 4,183 (+1.4%) Est. Cost $196.70 Unrealized
GGG GRACO INC 0.0%
Value $288K (-2.4%) Shares 3,806 (+9.3%) Est. Cost $78.36 Unrealized
PMBS PIMCO ETF TR 0.0%
Value $930K (+0.8%) Shares 18,837 (+1.2%) Est. Cost $49.62 Unrealized
CLX CLOROX CO DEL 0.0%
Value $226K (+2.9%) Shares 2,363 (+11.7%) Est. Cost $134.33 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $3.382M (-0.2%) Shares 17,965 (+3.7%) Est. Cost $190.31 Unrealized
OKE ONEOK INC NEW 0.0%
Value $3.779M (-0.2%) Shares 43,472 (+3.8%) Est. Cost $71.94 Unrealized
HAL HALLIBURTON CO 0.0%
Value $315K (-1.7%) Shares 9,289 (+12.9%) Est. Cost $33.59 Unrealized
CASH PATHWARD FINANCIAL INC 0.0%
Value $527K (+1.0%) Shares 6,052 (+3.5%) Est. Cost $76.57 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $10.23M (+0.1%) Shares 47,998 (+2.8%) Est. Cost $153.16 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $234K (-1.8%) Shares 1,361 (+5.3%) Est. Cost $171.53 Unrealized
VICI VICI PPTYS INC 0.0%
Value $892K (+0.4%) Shares 33,596 (+3.3%) Est. Cost $27.28 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $688K (-0.3%) Shares 9,441 (+3.1%) Est. Cost $76.40 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value $531K (-0.1%) Shares 7,330 (+1.8%) Est. Cost $70.32 Unrealized

Exited Positions (76)

IAGG ISHARES TR 0.6%
Value $124M Shares 2,470,476 Est. Cost $50.97 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $37.83M Shares 222,997 Est. Cost $103.40 Unrealized
QLTA ISHARES TR 0.0%
Value $10.43M Shares 219,221 Est. Cost $48.03 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $6.072M Shares 26,862 Est. Cost $174.69 Unrealized
IBB ISHARES TR 0.0%
Value $4.212M Shares 24,947 Est. Cost $168.77 Unrealized
HYGW ISHARES TR 0.0%
Value $3.463M Shares 117,400 Est. Cost $31.02 Unrealized
RING ISHARES INC 0.0%
Value $2.851M Shares 36,097 Est. Cost $40.40 Unrealized
JUST GOLDMAN SACHS ETF TR 0.0%
Value $2.736M Shares 29,584 Est. Cost $70.03 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value $2.01M Shares 11,678 Est. Cost $197.34 Unrealized
UDI USCF ETF TR 0.0%
Value $1.973M Shares 58,340 Est. Cost $30.31 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value $1.925M Shares 1,021 Est. Cost $2092.98 Unrealized
STE STERIS PLC 0.0%
Value $1.096M Shares 4,954 Est. Cost $219.81 Unrealized
FLR FLUOR CORP 0.0%
Value $962K Shares 20,626 Est. Cost $46.79 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $961K Shares 17,559 Est. Cost $54.83 Unrealized
AL AIR LEASE CORP 0.0%
Value $840K Shares 12,933 Est. Cost $44.73 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $791K Shares 18,121 Est. Cost $26.58 Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value $765K Shares 5,649 Est. Cost $91.05 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value $687K Shares 20,976 Est. Cost $36.57 Unrealized
CCL CARNIVAL CORP 0.0%
Value $655K Shares 25,309 Est. Cost $24.97 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value $593K Shares 11,719 Est. Cost $49.07 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $588K Shares 16,760 Est. Cost $24.05 Unrealized
ARKK ARK ETF TR 0.0%
Value $586K Shares 8,673 Est. Cost $76.29 Unrealized
XT ISHARES TR 0.0%
Value $576K Shares 8,446 Est. Cost $69.67 Unrealized
PRA PROASSURANCE CORP 0.0%
Value $572K Shares 23,120 Est. Cost $23.08 Unrealized
CUBE CUBESMART 0.0%
Value $502K Shares 13,687 Est. Cost $41.77 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $496K Shares 9,481 Est. Cost $45.57 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value $484K Shares 10,496 Est. Cost $45.85 Unrealized
SLG SL GREEN RLTY CORP 0.0%
Value $405K Shares 10,952 Est. Cost $58.11 Unrealized
ASTH ASTRANA HEALTH INC 0.0%
Value $392K Shares 15,973 Est. Cost $26.63 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $373K Shares 6,078 Est. Cost $67.54 Unrealized
IGRO ISHARES TR 0.0%
Value $356K Shares 4,245 Est. Cost $70.41 Unrealized
SLAB SILICON LABORATORIES INC 0.0%
Value $349K Shares 1,679 Est. Cost $130.05 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $344K Shares 658 Est. Cost $445.86 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $343K Shares 7,892 Est. Cost $41.01 Unrealized
AOSL ALPHA & OMEGA SEMICONDUCTOR 0.0%
Value $337K Shares 15,205 Est. Cost $22.04 Unrealized
USIG ISHARES TR 0.0%
Value $336K Shares 6,557 Est. Cost $48.93 Unrealized
DORM DORMAN PRODS INC 0.0%
Value $334K Shares 3,203 Est. Cost $92.59 Unrealized
GDDY GODADDY INC 0.0%
Value $332K Shares 4,012 Est. Cost $141.33 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value $324K Shares 4,472 Est. Cost $64.09 Unrealized
LKQ LKQ CORP 0.0%
Value $316K Shares 10,756 Est. Cost $44.71 Unrealized
LQDH ISHARES U S ETF TR 0.0%
Value $305K Shares 3,301 Est. Cost $92.68 Unrealized
BCE BCE INC 0.0%
Value $290K Shares 11,540 Est. Cost $34.08 Unrealized
NRG NRG ENERGY INC 0.0%
Value $290K Shares 1,985 Est. Cost $71.34 Unrealized
FAAR FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $288K Shares 8,548 Est. Cost $28.58 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $288K Shares 6,709 Est. Cost $42.96 Unrealized
FLCO FRANKLIN TEMPLETON ETF TR 0.0%
Value $284K Shares 13,264 Est. Cost $20.48 Unrealized
SAFE SAFEHOLD INC 0.0%
Value $273K Shares 20,185 Est. Cost $15.56 Unrealized
TRU TRANSUNION 0.0%
Value $262K Shares 3,791 Est. Cost $92.46 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $262K Shares 7,042 Est. Cost $61.52 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value $258K Shares 2,811 Est. Cost $168.88 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $257K Shares 5,169 Est. Cost $49.48 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $255K Shares 710 Est. Cost $440.99 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $254K Shares 5,242 Est. Cost $48.49 Unrealized
RMD RESMED INC 0.0%
Value $252K Shares 1,121 Est. Cost $226.80 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $250K Shares 659 Est. Cost $410.48 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value $250K Shares 1,245 Est. Cost $206.18 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value $246K Shares 2,894 Est. Cost $66.69 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $244K Shares 4,850 Est. Cost $48.01 Unrealized
PRIM PRIMORIS SVCS CORP 0.0%
Value $240K Shares 1,679 Est. Cost $76.94 Unrealized
EXPO EXPONENT INC 0.0%
Value $233K Shares 3,566 Est. Cost $87.19 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value $232K Shares 2,823 Est. Cost $93.09 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value $227K Shares 1,706 Est. Cost $158.09 Unrealized
AMWD AMERICAN WOODMARK CORP 0.0%
Value $222K Shares 5,576 Est. Cost $58.13 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $222K Shares 9,090 Est. Cost $30.65 Unrealized
INMU BLACKROCK ETF TRUST II 0.0%
Value $217K Shares 9,086 Est. Cost $23.91 Unrealized
IDA IDACORP INC 0.0%
Value $216K Shares 1,510 Est. Cost $99.29 Unrealized
VLTO VERALTO CORP 0.0%
Value $215K Shares 2,429 Est. Cost $74.27 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $214K Shares 1,806 Est. Cost $147.69 Unrealized
NULV NUSHARES ETF TR 0.0%
Value $212K Shares 4,670 Est. Cost $34.94 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $211K Shares 3,656 Est. Cost $72.19 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value $211K Shares 1,409 Est. Cost $90.71 Unrealized
IT GARTNER INC 0.0%
Value $210K Shares 1,327 Est. Cost $198.04 Unrealized
AOS SMITH A O CORP 0.0%
Value $209K Shares 3,162 Est. Cost $66.48 Unrealized
XJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $207K Shares 5,315 Est. Cost $38.89 Unrealized
DJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $203K Shares 4,313 Est. Cost $47.04 Unrealized
FCN FTI CONSULTING INC 0.0%
Value $202K Shares 1,142 Est. Cost $164.86 Unrealized

Decreased Positions (403)

EFV ISHARES TR 0.7%
Value $137M (-56.7%) Shares 1,783,999 (-58.0%) Est. Cost $54.87 Unrealized
QUAL ISHARES TR 0.1%
Value $27.29M (-86.0%) Shares 124,359 (-87.7%) Est. Cost $137.81 Unrealized
IWY ISHARES TR 5.1%
Value $1.056B (-10.4%) Shares 3,635,042 (-23.3%) Est. Cost $162.08 Unrealized
AGG ISHARES TR 1.0%
Value $216M (-28.8%) Shares 2,184,657 (-28.6%) Est. Cost $96.26 Unrealized
IVW ISHARES TR 2.4%
Value $491M (+18.8%) Shares 3,569,833 (-2.3%) Est. Cost $84.12 Unrealized
TLH ISHARES TR 1.1%
Value $230M (-24.2%) Shares 2,288,353 (-23.9%) Est. Cost $101.58 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value $48.04M (-60.2%) Shares 917,830 (-60.5%) Est. Cost $52.77 Unrealized
IEMG ISHARES INC 1.6%
Value $342M (-16.8%) Shares 4,131,673 (-30.0%) Est. Cost $53.49 Unrealized
IWX ISHARES TR 2.5%
Value $516M (-11.5%) Shares 4,907,301 (-22.1%) Est. Cost $68.26 Unrealized
IVE ISHARES TR 1.9%
Value $392M (-13.5%) Shares 1,728,446 (-19.6%) Est. Cost $192.82 Unrealized
BAI BLACKROCK ETF TRUST 1.2%
Value $244M (+32.8%) Shares 4,637,181 (-17.0%) Est. Cost $32.03 Unrealized
THRO BLACKROCK ETF TRUST 0.6%
Value $131M (-23.1%) Shares 3,040,944 (-35.4%) Est. Cost $35.49 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value $46.95M (+94.3%) Shares 108,335 (-4.2%) Est. Cost $76.40 Unrealized
MTUM ISHARES TR 0.9%
Value $188M (+10.9%) Shares 548,612 (-22.3%) Est. Cost $221.96 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $45.52M (+53.1%) Shares 62,962 (-27.6%) Est. Cost $153.08 Unrealized
SUSC ISHARES TR 0.2%
Value $36.01M (-27.9%) Shares 1,555,509 (-27.9%) Est. Cost $22.22 Unrealized
IWP ISHARES TR 0.9%
Value $198M (-6.2%) Shares 1,352,671 (-17.9%) Est. Cost $108.26 Unrealized
IWS ISHARES TR 2.0%
Value $415M (+2.4%) Shares 2,522,416 (-9.3%) Est. Cost $112.75 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $13.84M (-38.8%) Shares 151,052 (-38.8%) Est. Cost $91.59 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value $26.98M (-24.1%) Shares 774,931 (-33.5%) Est. Cost $37.45 Unrealized
SHV ISHARES TR 0.0%
Value $771K (-91.0%) Shares 6,991 (-91.0%) Est. Cost $109.95 Unrealized
USXF ISHARES TR 0.2%
Value $35.02M (+22.3%) Shares 504,269 (-2.8%) Est. Cost $36.14 Unrealized
FISR SSGA ACTIVE TR 0.4%
Value $89.63M (-6.4%) Shares 3,494,333 (-6.1%) Est. Cost $25.82 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value $1.668M (-78.4%) Shares 65,346 (-78.3%) Est. Cost $25.66 Unrealized
DSI ISHARES TR 0.2%
Value $45.41M (+14.9%) Shares 318,940 (-2.2%) Est. Cost $82.64 Unrealized
IWB ISHARES TR 0.2%
Value $46.4M (-11.3%) Shares 113,304 (-22.7%) Est. Cost $280.27 Unrealized
LCTU BLACKROCK ETF TRUST 0.3%
Value $64.45M (+8.9%) Shares 803,987 (-4.7%) Est. Cost $48.12 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value $245K (-95.5%) Shares 8,395 (-95.6%) Est. Cost $29.22 Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $802K (-85.3%) Shares 18,597 (-86.6%) Est. Cost $35.80 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value $6.927M (-38.6%) Shares 238,773 (-38.2%) Est. Cost $29.19 Unrealized
ESGD ISHARES TR 0.0%
Value $7.866M (-35.2%) Shares 76,512 (-39.8%) Est. Cost $90.55 Unrealized
ICVT ISHARES TR 0.0%
Value $9.002M (-31.7%) Shares 73,943 (-42.9%) Est. Cost $88.10 Unrealized
APP APPLOVIN CORP 0.0%
Value $2.808M (-59.2%) Shares 5,450 (-68.5%) Est. Cost $219.20 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $8.271M (+96.3%) Shares 24,253 (-7.7%) Est. Cost $159.35 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $1.492M (-72.9%) Shares 8,954 (-71.8%) Est. Cost $186.77 Unrealized
IJR ISHARES TR 0.2%
Value $43.42M (+8.9%) Shares 292,781 (-8.8%) Est. Cost $98.97 Unrealized
GLDM WORLD GOLD TR 0.0%
Value $271K (-92.6%) Shares 3,418 (-91.3%) Est. Cost $89.45 Unrealized
ZTS ZOETIS INC 0.0%
Value $4.034M (-44.8%) Shares 56,135 (-9.1%) Est. Cost $162.46 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $26.88M (-10.5%) Shares 325,230 (-10.3%) Est. Cost $81.58 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $2.248M (-58.2%) Shares 42,704 (-36.1%) Est. Cost $57.54 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $5.051M (+157.1%) Shares 16,958 (-14.5%) Est. Cost $59.48 Unrealized
FE FIRSTENERGY CORP 0.1%
Value $17.06M (-15.3%) Shares 358,788 (-9.8%) Est. Cost $46.03 Unrealized
IEUR ISHARES TR 0.0%
Value $4.833M (-38.8%) Shares 64,298 (-42.8%) Est. Cost $63.53 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $11.78M (-20.6%) Shares 55,350 (-28.3%) Est. Cost $166.60 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value $3.019M (-50.2%) Shares 44,673 (-52.9%) Est. Cost $61.88 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value $53.24M (+5.7%) Shares 1,573,141 (-9.0%) Est. Cost $39.37 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $4.635M (-35.3%) Shares 126,890 (-40.2%) Est. Cost $28.64 Unrealized
CLOA BLACKROCK ETF TRUST II 0.1%
Value $11.53M (-17.9%) Shares 222,048 (-18.0%) Est. Cost $51.84 Unrealized
IJH ISHARES TR 0.1%
Value $24.83M (+11.2%) Shares 322,024 (-2.6%) Est. Cost $86.56 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $4.124M (-37.7%) Shares 96,782 (-8.3%) Est. Cost $72.04 Unrealized
INTU INTUIT 0.0%
Value $1.689M (-59.3%) Shares 6,473 (-32.5%) Est. Cost $569.42 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $1.053M (-70.0%) Shares 6,637 (-72.3%) Est. Cost $146.84 Unrealized
PFF ISHARES TR 0.1%
Value $12.21M (-16.7%) Shares 400,314 (-17.1%) Est. Cost $32.34 Unrealized
ESGE ISHARES INC 0.1%
Value $23.25M (-9.5%) Shares 425,195 (-24.7%) Est. Cost $33.72 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $9.793M (+32.7%) Shares 57,644 (-4.1%) Est. Cost $103.90 Unrealized
WTV WISDOMTREE TR 0.1%
Value $10.9M (-17.5%) Shares 107,161 (-23.2%) Est. Cost $86.65 Unrealized
T AT&T INC 0.0%
Value $4.574M (-30.4%) Shares 220,965 (-2.6%) Est. Cost $14.58 Unrealized
LQD ISHARES TR 0.2%
Value $33.74M (-5.6%) Shares 309,351 (-5.7%) Est. Cost $105.76 Unrealized
IYW ISHARES TR 0.0%
Value $7.279M (+36.2%) Shares 28,858 (-2.1%) Est. Cost $122.86 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $25.66M (-6.9%) Shares 202,714 (-3.7%) Est. Cost $99.66 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $1.111M (-61.7%) Shares 9,471 (-64.4%) Est. Cost $165.68 Unrealized
MS MORGAN STANLEY 0.0%
Value $9.108M (+23.3%) Shares 43,573 (-2.9%) Est. Cost $88.35 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $8.824M (-16.3%) Shares 164,601 (-22.9%) Est. Cost $47.65 Unrealized
MSCI MSCI INC 0.0%
Value $366K (-82.2%) Shares 654 (-82.9%) Est. Cost $551.09 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.0%
Value $1.161M (-59.2%) Shares 37,103 (-59.0%) Est. Cost $32.60 Unrealized
SGOV ISHARES TR 0.0%
Value $5.182M (-24.1%) Shares 51,477 (-24.1%) Est. Cost $100.62 Unrealized
CVNA CARVANA CO 0.0%
Value $285K (-85.0%) Shares 4,323 (-28.3%) Est. Cost $350.75 Unrealized
IWM ISHARES TR 0.1%
Value $11.86M (+15.5%) Shares 39,490 (-4.6%) Est. Cost $206.46 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $829K (-64.6%) Shares 1,437 (-63.9%) Est. Cost $474.17 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $547K (-72.5%) Shares 11,138 (-72.3%) Est. Cost $50.55 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $4.879M (-22.3%) Shares 53,774 (-12.1%) Est. Cost $103.13 Unrealized
IGF ISHARES TR 0.0%
Value $252K (-84.6%) Shares 3,784 (-84.5%) Est. Cost $57.68 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $10.97M (-11.0%) Shares 86,812 (-1.9%) Est. Cost $92.63 Unrealized
SPSM SPDR SERIES TRUST 0.3%
Value $56.3M (+2.5%) Shares 976,262 (-14.1%) Est. Cost $43.44 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value $14.81M (-7.9%) Shares 626,962 (-12.3%) Est. Cost $24.05 Unrealized
IWL ISHARES TR 0.0%
Value $10.34M (+13.7%) Shares 55,913 (-1.4%) Est. Cost $106.70 Unrealized
JMTG J P MORGAN EXCHANGE TRADED F 0.0%
Value $8.655M (-12.5%) Shares 170,782 (-12.0%) Est. Cost $51.03 Unrealized
CACI CACI INTL INC 0.0%
Value $1.087M (-53.0%) Shares 2,346 (-44.8%) Est. Cost $433.00 Unrealized
IWO ISHARES TR 0.0%
Value $7.041M (+20.7%) Shares 17,873 (-3.8%) Est. Cost $273.89 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $2.147M (-34.4%) Shares 27,608 (-21.5%) Est. Cost $63.23 Unrealized
GUNR FLEXSHARES TR 0.0%
Value $8.287M (-11.9%) Shares 168,164 (-1.4%) Est. Cost $40.46 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $1.208M (-48.1%) Shares 7,200 (-35.0%) Est. Cost $184.46 Unrealized
DT DYNATRACE INC 0.0%
Value $587K (-64.8%) Shares 13,362 (-70.3%) Est. Cost $50.25 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $4.421M (+32.0%) Shares 11,780 (-2.3%) Est. Cost $253.67 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value $2.718M (+64.0%) Shares 7,145 (-4.3%) Est. Cost $117.78 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $18.19M (-5.4%) Shares 71,666 (-8.9%) Est. Cost $159.46 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value $3.99M (-20.0%) Shares 65,628 (-25.6%) Est. Cost $44.13 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value $8.186M (+13.8%) Shares 282,657 (-1.4%) Est. Cost $32.23 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.252M (-43.3%) Shares 21,347 (-52.7%) Est. Cost $35.34 Unrealized
SECT NORTHERN LTS FD TR IV 0.0%
Value $6.235M (+17.5%) Shares 86,525 (-1.5%) Est. Cost $47.54 Unrealized
COHR COHERENT CORP 0.0%
Value $2.013M (-31.2%) Shares 5,103 (-58.5%) Est. Cost $72.96 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value $325K (-73.8%) Shares 3,725 (-70.4%) Est. Cost $85.79 Unrealized
ATI ATI INC 0.0%
Value $5.11M (+21.3%) Shares 25,927 (-10.5%) Est. Cost $65.61 Unrealized
IGSB ISHARES TR 0.2%
Value $31.74M (-2.6%) Shares 605,628 (-2.4%) Est. Cost $51.71 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.0%
Value $9.397M (+9.9%) Shares 99,520 (-1.4%) Est. Cost $85.04 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value $241K (-76.9%) Shares 3,412 (-82.9%) Est. Cost $73.76 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $335K (-70.3%) Shares 5,592 (-72.1%) Est. Cost $53.38 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $1.16M (-40.6%) Shares 10,827 (-38.6%) Est. Cost $90.33 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $2.746M (-22.4%) Shares 5,391 (-7.9%) Est. Cost $417.14 Unrealized
IWR ISHARES TR 0.1%
Value $16.03M (+5.1%) Shares 145,294 (-7.4%) Est. Cost $71.58 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value $2.465M (+44.1%) Shares 16,114 (-12.6%) Est. Cost $55.53 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $488K (-60.6%) Shares 1,064 (-61.9%) Est. Cost $335.21 Unrealized
EVRG EVERGY INC 0.1%
Value $15.77M (-4.3%) Shares 182,423 (-9.3%) Est. Cost $69.71 Unrealized
NVT NVENT ELEC PLC 0.0%
Value $3.071M (+30.0%) Shares 18,107 (-9.4%) Est. Cost $63.36 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $10.11M (+6.9%) Shares 53,041 (-25.4%) Est. Cost $162.66 Unrealized
VLUE ISHARES TR 0.0%
Value $4.219M (+18.0%) Shares 21,113 (-16.0%) Est. Cost $120.74 Unrealized
ALAB ASTERA LABS INC 0.0%
Value $915K (+226.4%) Shares 1,895 (-25.9%) Est. Cost $101.39 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $1.404M (-30.8%) Shares 6,116 (-34.7%) Est. Cost $237.76 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $6.236M (-9.1%) Shares 125,279 (-9.0%) Est. Cost $47.49 Unrealized
TFLO ISHARES TR 0.0%
Value $314K (-66.3%) Shares 6,203 (-66.3%) Est. Cost $50.70 Unrealized
USB US BANCORP 0.0%
Value $6.171M (+10.9%) Shares 102,173 (-4.5%) Est. Cost $32.93 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value $1.283M (+86.6%) Shares 23,395 (-5.6%) Est. Cost $20.62 Unrealized
MTRN MATERION CORP 0.0%
Value $1.21M (+95.8%) Shares 4,069 (-4.8%) Est. Cost $78.87 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $2.357M (-19.9%) Shares 47,314 (-26.1%) Est. Cost $30.15 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $1.773M (+48.0%) Shares 6,966 (-12.3%) Est. Cost $180.59 Unrealized
CE CELANESE CORP DEL 0.0%
Value $706K (-44.6%) Shares 15,351 (-20.9%) Est. Cost $49.52 Unrealized
ADSK AUTODESK INC 0.0%
Value $710K (-43.9%) Shares 3,650 (-31.0%) Est. Cost $235.04 Unrealized
USMV ISHARES TR 0.0%
Value $8.77M (-5.8%) Shares 90,916 (-9.4%) Est. Cost $78.74 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value $311K (-63.4%) Shares 1,504 (-71.6%) Est. Cost $159.56 Unrealized
SNDK SANDISK CORP 0.0%
Value $753K (+227.2%) Shares 331 (-8.6%) Est. Cost $200.29 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.012M (-33.9%) Shares 14,001 (-43.9%) Est. Cost $43.27 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value $1.639M (-23.5%) Shares 125,957 (-2.3%) Est. Cost $15.00 Unrealized
PARR PAR PAC HOLDINGS INC 0.0%
Value $259K (-65.6%) Shares 4,615 (-61.6%) Est. Cost $18.07 Unrealized
SANM SANMINA CORP 0.0%
Value $1.251M (+64.4%) Shares 4,942 (-15.8%) Est. Cost $71.94 Unrealized
GL GLOBE LIFE INC 0.0%
Value $2.38M (+25.3%) Shares 13,320 (-2.4%) Est. Cost $103.95 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $4.368M (+12.3%) Shares 42,743 (-1.5%) Est. Cost $92.22 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $299K (-61.2%) Shares 16,852 (-65.8%) Est. Cost $10.14 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $300K (-60.4%) Shares 6,951 (-58.5%) Est. Cost $68.24 Unrealized
IEI ISHARES TR 0.0%
Value $2.223M (-16.4%) Shares 18,930 (-15.6%) Est. Cost $113.89 Unrealized
FUL FULLER H B CO 0.0%
Value $417K (-51.1%) Shares 7,154 (-48.2%) Est. Cost $66.57 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $1.434M (-23.2%) Shares 9,430 (-26.9%) Est. Cost $102.89 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $2.576M (-14.3%) Shares 19,124 (-13.8%) Est. Cost $88.12 Unrealized
DDOG DATADOG INC 0.0%
Value $1.021M (+71.4%) Shares 3,921 (-22.3%) Est. Cost $109.08 Unrealized
IXUS ISHARES TR 0.0%
Value $5.441M (+8.4%) Shares 57,014 (-1.6%) Est. Cost $59.99 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value $448K (-48.0%) Shares 3,339 (-44.3%) Est. Cost $117.50 Unrealized
MINT PIMCO ETF TR 0.0%
Value $496K (-45.4%) Shares 4,916 (-45.5%) Est. Cost $100.59 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value $2.445M (+19.8%) Shares 62,676 (-3.0%) Est. Cost $27.83 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $407K (-49.4%) Shares 1,818 (-57.8%) Est. Cost $112.33 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $1.08M (-26.7%) Shares 13,454 (-27.5%) Est. Cost $54.81 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $5.659M (-6.4%) Shares 300,136 (-6.0%) Est. Cost $18.49 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $26.7M (+1.5%) Shares 371,057 (-6.9%) Est. Cost $51.63 Unrealized
FLGB FRANKLIN TEMPLETON ETF TR 0.0%
Value $489K (-43.9%) Shares 13,861 (-44.8%) Est. Cost $26.29 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $1.694M (-18.1%) Shares 4,159 (-14.4%) Est. Cost $389.63 Unrealized
ROPE EA SERIES TRUST 0.0%
Value $813K (-31.5%) Shares 27,333 (-35.0%) Est. Cost $27.35 Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value $9.011M (-4.0%) Shares 156,288 (-7.9%) Est. Cost $41.16 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $2.731M (+15.7%) Shares 23,769 (-5.7%) Est. Cost $63.43 Unrealized
KALU KAISER ALUMINIUM CORPORATION 0.0%
Value $1.005M (+57.6%) Shares 5,136 (-2.9%) Est. Cost $83.74 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $3.347M (+12.3%) Shares 9,881 (-2.2%) Est. Cost $217.30 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $878K (-28.9%) Shares 1,969 (-36.8%) Est. Cost $487.44 Unrealized
BHE BENCHMARK ELECTRS INC 0.0%
Value $840K (+66.2%) Shares 8,513 (-5.6%) Est. Cost $31.75 Unrealized
G GENPACT LIMITED 0.0%
Value $747K (-30.5%) Shares 27,158 (-5.9%) Est. Cost $43.27 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value $1.451M (+27.5%) Shares 8,379 (-1.7%) Est. Cost $108.18 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value $457K (-40.6%) Shares 15,965 (-33.0%) Est. Cost $22.73 Unrealized
CMI CUMMINS INC 0.0%
Value $2.216M (+16.3%) Shares 3,107 (-12.3%) Est. Cost $280.24 Unrealized
USHY ISHARES TR 0.0%
Value $915K (-25.0%) Shares 24,719 (-25.3%) Est. Cost $36.61 Unrealized
DGII DIGI INTL INC 0.0%
Value $1.112M (+36.8%) Shares 14,842 (-12.0%) Est. Cost $28.99 Unrealized
SPDW SPDR INDEX SHS FDS 0.5%
Value $111M (-0.3%) Shares 2,202,100 (-9.7%) Est. Cost $37.35 Unrealized
IJJ ISHARES TR 0.0%
Value $5.43M (+5.8%) Shares 36,753 (-5.1%) Est. Cost $101.74 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value $733K (-28.7%) Shares 25,018 (-13.6%) Est. Cost $48.13 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value $53.95M (+0.5%) Shares 164,847 (-9.6%) Est. Cost $165.71 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $4.345M (-6.1%) Shares 54,982 (-5.9%) Est. Cost $76.05 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $1.722M (+19.5%) Shares 10,455 (-1.1%) Est. Cost $111.85 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value $395K (-40.8%) Shares 5,348 (-43.8%) Est. Cost $59.88 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value $1.939M (-12.3%) Shares 9,631 (-12.1%) Est. Cost $141.78 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $1.197M (-18.2%) Shares 4,118 (-2.9%) Est. Cost $192.37 Unrealized
FN FABRINET 0.0%
Value $1.976M (-11.8%) Shares 3,516 (-18.2%) Est. Cost $405.56 Unrealized
IWD ISHARES TR 0.1%
Value $22.38M (+1.2%) Shares 92,318 (-10.8%) Est. Cost $170.91 Unrealized
FDLS NORTHERN LTS FD TR IV 0.0%
Value $580K (-30.8%) Shares 13,723 (-39.6%) Est. Cost $36.94 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value $829K (-23.5%) Shares 7,064 (-33.7%) Est. Cost $88.84 Unrealized
DIOD DIODES INC 0.0%
Value $697K (+57.0%) Shares 6,368 (-2.1%) Est. Cost $44.16 Unrealized
NXT NEXTPOWER INC 0.0%
Value $888K (-22.1%) Shares 7,452 (-21.2%) Est. Cost $50.16 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value $692K (-25.1%) Shares 26,421 (-17.6%) Est. Cost $15.13 Unrealized
MET METLIFE INC 0.0%
Value $1.605M (+16.7%) Shares 18,973 (-2.5%) Est. Cost $60.42 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $606K (-26.8%) Shares 1,730 (-40.9%) Est. Cost $151.13 Unrealized
MLN VANECK ETF TRUST 0.0%
Value $1.41M (-13.6%) Shares 79,300 (-15.2%) Est. Cost $17.29 Unrealized
RY ROYAL BK CDA 0.0%
Value $1.183M (+22.9%) Shares 5,717 (-3.9%) Est. Cost $169.94 Unrealized
XPO XPO INC 0.0%
Value $2.254M (-8.6%) Shares 10,979 (-13.4%) Est. Cost $114.79 Unrealized
KKR KKR & CO INC 0.0%
Value $293K (-41.7%) Shares 3,190 (-41.2%) Est. Cost $97.20 Unrealized
JBL JABIL INC 0.0%
Value $1.311M (+18.7%) Shares 3,402 (-18.2%) Est. Cost $130.90 Unrealized
UMBF UMB FINL CORP 0.0%
Value $1.066M (+23.5%) Shares 7,464 (-2.4%) Est. Cost $89.14 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $5.156M (-3.7%) Shares 113,802 (-2.5%) Est. Cost $49.63 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value $1.207M (+19.3%) Shares 5,638 (-3.4%) Est. Cost $142.50 Unrealized
TER TERADYNE INC 0.0%
Value $640K (+43.8%) Shares 1,322 (-11.9%) Est. Cost $108.23 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $1.288M (-13.1%) Shares 3,742 (-19.1%) Est. Cost $277.76 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $886K (+27.2%) Shares 3,101 (-7.3%) Est. Cost $182.71 Unrealized
AGNC AGNC INVT CORP 0.0%
Value $861K (-17.9%) Shares 78,955 (-24.5%) Est. Cost $9.73 Unrealized
BENJ HORIZON FDS 0.0%
Value $956K (-16.4%) Shares 18,130 (-17.0%) Est. Cost $50.95 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $8.735M (-2.1%) Shares 17,008 (-4.8%) Est. Cost $419.97 Unrealized
GWW WW GRAINGER INC 0.0%
Value $1.243M (+17.6%) Shares 914 (-5.7%) Est. Cost $740.25 Unrealized
NPO ENPRO INC 0.0%
Value $954K (+24.2%) Shares 2,532 (-17.4%) Est. Cost $145.70 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $1.496M (+14.0%) Shares 4,711 (-1.2%) Est. Cost $257.60 Unrealized
SHYG ISHARES TR 0.0%
Value $1.503M (-10.9%) Shares 35,437 (-11.1%) Est. Cost $42.72 Unrealized
NEM NEWMONT CORP 0.0%
Value $984K (-15.7%) Shares 10,539 (-2.2%) Est. Cost $51.07 Unrealized
BLES NORTHERN LTS FD TR IV 0.0%
Value $1.002M (-15.4%) Shares 21,020 (-21.3%) Est. Cost $38.15 Unrealized
TDS TELEPHONE & DATA SYS INC 0.0%
Value $688K (-20.7%) Shares 18,586 (-9.8%) Est. Cost $33.87 Unrealized
CPRT COPART INC 0.0%
Value $267K (-40.2%) Shares 9,480 (-29.6%) Est. Cost $47.49 Unrealized
ARCB ARCBEST CORP 0.0%
Value $586K (+44.1%) Shares 4,083 (-1.3%) Est. Cost $64.77 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value $680K (-20.8%) Shares 7,458 (-4.7%) Est. Cost $97.09 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $1.395M (-11.4%) Shares 4,635 (-2.6%) Est. Cost $383.08 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value $655K (-21.2%) Shares 5,727 (-2.0%) Est. Cost $112.86 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value $1.425M (-10.9%) Shares 62,619 (-10.7%) Est. Cost $15.22 Unrealized
DJP BARCLAYS BANK PLC 0.0%
Value $860K (-16.7%) Shares 19,683 (-8.3%) Est. Cost $32.12 Unrealized
COR CENCORA INC 0.0%
Value $1.129M (-13.1%) Shares 3,991 (-3.5%) Est. Cost $194.65 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $210K (-44.7%) Shares 877 (-34.4%) Est. Cost $217.27 Unrealized
CTAS CINTAS CORP 0.0%
Value $1.852M (-8.3%) Shares 10,886 (-8.8%) Est. Cost $189.50 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $1.798M (+10.3%) Shares 13,534 (-5.4%) Est. Cost $123.82 Unrealized
EFX EQUIFAX INC 0.0%
Value $341K (-32.9%) Shares 2,146 (-23.9%) Est. Cost $214.06 Unrealized
IDCC INTERDIGITAL INC 0.0%
Value $856K (-16.1%) Shares 3,022 (-10.5%) Est. Cost $334.89 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value $258K (-38.3%) Shares 883 (-27.7%) Est. Cost $398.16 Unrealized
O REALTY INCOME CORP 0.0%
Value $1.044M (-13.2%) Shares 16,850 (-14.3%) Est. Cost $50.04 Unrealized
CWEN CLEARWAY ENERGY INC 0.0%
Value $253K (-38.1%) Shares 7,394 (-28.9%) Est. Cost $28.79 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $744K (-17.0%) Shares 14,420 (-10.5%) Est. Cost $32.24 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $614K (-19.7%) Shares 4,483 (-4.7%) Est. Cost $178.73 Unrealized
KRMN KARMAN HLDGS INC 0.0%
Value $221K (-39.2%) Shares 4,421 (-2.6%) Est. Cost $96.11 Unrealized
NDAQ NASDAQ INC 0.0%
Value $1.395M (-9.3%) Shares 17,703 (-2.3%) Est. Cost $63.36 Unrealized
PSTG EVERPURE INC 0.0%
Value $785K (+22.0%) Shares 9,967 (-8.6%) Est. Cost $54.76 Unrealized
COWZ PACER FDS TR 0.0%
Value $917K (-13.3%) Shares 14,736 (-12.8%) Est. Cost $53.46 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $913K (-13.3%) Shares 8,251 (-11.3%) Est. Cost $85.41 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $965K (-12.3%) Shares 6,936 (-5.5%) Est. Cost $236.82 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $1.254M (-9.6%) Shares 2,732 (-4.6%) Est. Cost $274.23 Unrealized
APTV APTIV PLC 0.0%
Value $209K (-38.7%) Shares 3,412 (-30.7%) Est. Cost $61.62 Unrealized
CCI CROWN CASTLE INC 0.0%
Value $811K (-14.0%) Shares 10,703 (-7.7%) Est. Cost $90.50 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value $668K (+24.4%) Shares 2,539 (-1.2%) Est. Cost $277.75 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $882K (-12.9%) Shares 4,971 (-13.8%) Est. Cost $216.35 Unrealized
TMAT NORTHERN LTS FD TR IV 0.0%
Value $590K (+27.2%) Shares 18,756 (-6.2%) Est. Cost $15.91 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value $278K (-30.6%) Shares 21,501 (-13.7%) Est. Cost $43.39 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $4.005M (+3.1%) Shares 8,064 (-7.3%) Est. Cost $365.94 Unrealized
PAYX PAYCHEX INC 0.0%
Value $5.753M (+2.1%) Shares 58,503 (-4.3%) Est. Cost $113.50 Unrealized
AWR AMER STATES WTR CO 0.0%
Value $268K (-30.9%) Shares 3,239 (-36.8%) Est. Cost $75.95 Unrealized
DE DEERE & CO 0.0%
Value $1.477M (+8.8%) Shares 2,328 (-3.4%) Est. Cost $414.15 Unrealized
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value $584K (+25.1%) Shares 35,189 (-1.2%) Est. Cost $10.56 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $223K (-34.4%) Shares 1,437 (-14.2%) Est. Cost $94.93 Unrealized
RBC RBC BEARINGS INC 0.0%
Value $1.015M (+13.0%) Shares 1,576 (-4.7%) Est. Cost $271.18 Unrealized
HRB BLOCK H & R INC 0.0%
Value $832K (+15.9%) Shares 21,854 (-3.4%) Est. Cost $52.23 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value $53,607 (-67.7%) Shares 10,389 (-62.4%) Est. Cost $11.10 Unrealized
IJK ISHARES TR 0.0%
Value $1.92M (+6.1%) Shares 16,344 (-9.2%) Est. Cost $75.22 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $673K (+18.8%) Shares 48,751 (-2.9%) Est. Cost $7.30 Unrealized
RS RELIANCE INC 0.0%
Value $858K (+14.1%) Shares 2,296 (-7.2%) Est. Cost $290.28 Unrealized
EFAV ISHARES TR 0.0%
Value $877K (-10.7%) Shares 10,003 (-6.9%) Est. Cost $66.23 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $620K (+20.2%) Shares 28,992 (-7.7%) Est. Cost $17.56 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $381K (-21.4%) Shares 18,095 (-4.8%) Est. Cost $25.01 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value $358K (-22.0%) Shares 5,347 (-11.1%) Est. Cost $70.89 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $3.406M (-2.8%) Shares 36,912 (-1.0%) Est. Cost $65.88 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value $373K (-20.4%) Shares 2,215 (-2.6%) Est. Cost $199.00 Unrealized
HLNE HAMILTON LANE INC 0.0%
Value $245K (-27.7%) Shares 3,110 (-8.9%) Est. Cost $125.58 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $202K (-31.6%) Shares 2,102 (-10.7%) Est. Cost $91.31 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $449K (+25.9%) Shares 535 (-38.9%) Est. Cost $116.45 Unrealized
BP BP PLC 0.0%
Value $292K (-23.4%) Shares 7,913 (-2.6%) Est. Cost $37.70 Unrealized
HAS HASBRO INC 0.0%
Value $507K (-14.7%) Shares 6,144 (-3.4%) Est. Cost $55.68 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $450K (-15.9%) Shares 2,076 (-24.2%) Est. Cost $187.38 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value $227K (-27.1%) Shares 1,725 (-20.8%) Est. Cost $145.11 Unrealized
SMB VANECK ETF TRUST 0.0%
Value $375K (-18.2%) Shares 21,587 (-18.5%) Est. Cost $17.41 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value $672K (+13.8%) Shares 7,069 (-1.3%) Est. Cost $54.95 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $555K (-12.5%) Shares 327 (-10.9%) Est. Cost $1603.25 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $1.728M (-4.4%) Shares 11,777 (-12.3%) Est. Cost $88.67 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value $398K (-16.6%) Shares 43,347 (-1.6%) Est. Cost $5.92 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value $231K (-25.6%) Shares 1,440 (-6.4%) Est. Cost $96.62 Unrealized
ARKQ ARK ETF TR 0.0%
Value $985K (+8.7%) Shares 7,453 (-7.6%) Est. Cost $114.45 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value $960K (-7.5%) Shares 5,916 (-1.7%) Est. Cost $174.82 Unrealized
RDDT REDDIT INC 0.0%
Value $460K (+20.5%) Shares 2,648 (-6.5%) Est. Cost $168.09 Unrealized
CSL CARLISLE COS INC 0.0%
Value $2.239M (+3.6%) Shares 6,173 (-4.7%) Est. Cost $357.21 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value $764K (+10.9%) Shares 7,190 (-2.2%) Est. Cost $69.40 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $799K (+10.3%) Shares 3,354 (-1.7%) Est. Cost $177.53 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $430K (-14.6%) Shares 6,325 (-25.6%) Est. Cost $62.35 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $3.742M (+1.9%) Shares 18,654 (-7.3%) Est. Cost $193.48 Unrealized
HBTA HORIZON FDS 0.0%
Value $598K (+13.3%) Shares 18,292 (-7.1%) Est. Cost $25.40 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value $229K (-23.1%) Shares 2,985 (-7.9%) Est. Cost $90.42 Unrealized
SONY SONY GROUP CORP 0.0%
Value $483K (-12.4%) Shares 24,092 (-9.6%) Est. Cost $33.14 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $2.53M (-2.5%) Shares 40,969 (-7.7%) Est. Cost $45.41 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value $570K (+12.9%) Shares 32,329 (-4.6%) Est. Cost $9.38 Unrealized
HUBG HUB GROUP INC 0.0%
Value $434K (+17.4%) Shares 9,903 (-3.4%) Est. Cost $33.55 Unrealized
DVY ISHARES TR 0.0%
Value $1.702M (-3.6%) Shares 10,888 (-6.6%) Est. Cost $119.77 Unrealized
VTOL BRISTOW GROUP INC 0.0%
Value $417K (-13.0%) Shares 10,090 (-1.2%) Est. Cost $30.16 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.0%
Value $1.121M (+5.8%) Shares 2,146 (-6.2%) Est. Cost $355.35 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $1.559M (+4.1%) Shares 56,294 (-7.0%) Est. Cost $23.99 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value $261K (-19.0%) Shares 1,350 (-30.8%) Est. Cost $109.05 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $208K (-22.6%) Shares 12,997 (-10.6%) Est. Cost $15.19 Unrealized
NWBI NORTHWEST BANCSHARES INC 0.0%
Value $400K (+17.9%) Shares 26,403 (-1.3%) Est. Cost $11.62 Unrealized
ACWX ISHARES TR 0.0%
Value $9.651M (+0.6%) Shares 126,808 (-9.5%) Est. Cost $57.61 Unrealized
SLVM SYLVAMO CORP 0.0%
Value $291K (-16.9%) Shares 7,698 (-7.1%) Est. Cost $54.55 Unrealized
HMN HORACE MANN EDUCATORS CORP N 0.0%
Value $573K (+11.5%) Shares 11,088 (-7.9%) Est. Cost $39.06 Unrealized
E ENI SPA 0.0%
Value $249K (-19.1%) Shares 5,320 (-2.3%) Est. Cost $35.34 Unrealized
WDAY WORKDAY INC 0.0%
Value $240K (-19.6%) Shares 1,962 (-14.7%) Est. Cost $245.68 Unrealized
RELX RELX PLC 0.0%
Value $246K (-18.9%) Shares 7,780 (-15.2%) Est. Cost $35.60 Unrealized
TSN TYSON FOODS INC 0.0%
Value $276K (-17.2%) Shares 4,823 (-7.4%) Est. Cost $53.72 Unrealized
GEF GREIF INC 0.0%
Value $838K (+7.3%) Shares 11,254 (-3.4%) Est. Cost $57.40 Unrealized
ESI ELEMENT SOLUTIONS INC 0.0%
Value $260K (+27.5%) Shares 5,448 (-8.8%) Est. Cost $23.53 Unrealized
EMGF ISHARES INC 0.0%
Value $349K (+19.1%) Shares 4,758 (-1.7%) Est. Cost $45.23 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $8.608M (+0.6%) Shares 8,801 (-7.9%) Est. Cost $447.75 Unrealized
IRM IRON MTN INC DEL 0.0%
Value $316K (+20.3%) Shares 2,505 (-2.8%) Est. Cost $61.30 Unrealized
SUB ISHARES TR 0.0%
Value $708K (-6.9%) Shares 6,647 (-6.9%) Est. Cost $103.23 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value $6.408M (+0.8%) Shares 34,594 (-12.0%) Est. Cost $137.35 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.271M (+4.2%) Shares 24,314 (-5.0%) Est. Cost $46.73 Unrealized
MOD MODINE MFG CO 0.0%
Value $310K (+19.9%) Shares 1,160 (-2.7%) Est. Cost $148.95 Unrealized
SAIA SAIA INC 0.0%
Value $439K (+12.9%) Shares 1,043 (-5.9%) Est. Cost $412.04 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $728K (-6.4%) Shares 8,971 (-6.6%) Est. Cost $59.66 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $489K (-8.8%) Shares 4,394 (-10.7%) Est. Cost $103.20 Unrealized
VFQY VANGUARD WELLINGTON FD 0.0%
Value $644K (+7.9%) Shares 3,783 (-5.5%) Est. Cost $114.76 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value $351K (-11.4%) Shares 6,603 (-17.6%) Est. Cost $51.21 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value $610K (+7.9%) Shares 11,701 (-2.4%) Est. Cost $39.78 Unrealized
BWX SPDR SERIES TRUST 0.0%
Value $1.206M (-3.5%) Shares 55,618 (-2.3%) Est. Cost $21.92 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.275M (+3.6%) Shares 21,795 (-5.4%) Est. Cost $54.63 Unrealized
EIG EMPLOYERS HLDGS INC 0.0%
Value $399K (-9.9%) Shares 7,902 (-26.5%) Est. Cost $45.51 Unrealized
NDSN NORDSON CORP 0.0%
Value $518K (+9.1%) Shares 1,718 (-3.8%) Est. Cost $234.22 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3.448M (+1.2%) Shares 71,568 (-1.2%) Est. Cost $38.50 Unrealized
OXM OXFORD INDS INC 0.0%
Value $231K (-15.4%) Shares 6,631 (-6.5%) Est. Cost $48.09 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $4.286M (-1.0%) Shares 36,702 (-1.8%) Est. Cost $82.42 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $269K (+18.4%) Shares 2,217 (-9.0%) Est. Cost $84.44 Unrealized
WWD WOODWARD INC 0.0%
Value $289K (+16.5%) Shares 679 (-2.0%) Est. Cost $150.26 Unrealized
UPBD UPBOUND GROUP INC 0.0%
Value $393K (+11.6%) Shares 18,499 (-5.1%) Est. Cost $22.21 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value $253K (+18.9%) Shares 2,528 (-3.8%) Est. Cost $71.06 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.65M (+2.5%) Shares 14,613 (-6.2%) Est. Cost $101.62 Unrealized
GRMN GARMIN LTD 0.0%
Value $535K (-6.9%) Shares 2,250 (-9.1%) Est. Cost $184.40 Unrealized
NBHC NATIONAL BK HLDGS CORP 0.0%
Value $393K (+11.1%) Shares 8,844 (-2.1%) Est. Cost $35.66 Unrealized
OVV OVINTIV INC 0.0%
Value $244K (-13.8%) Shares 4,638 (-2.8%) Est. Cost $42.01 Unrealized
PJFG PGIM ETF TR 0.0%
Value $259K (+17.7%) Shares 2,236 (-1.2%) Est. Cost $77.98 Unrealized
BRC BRADY CORP 0.0%
Value $572K (+7.3%) Shares 6,243 (-4.8%) Est. Cost $71.07 Unrealized
DNOW DNOW INC 0.0%
Value $559K (+7.4%) Shares 43,103 (-1.4%) Est. Cost $15.20 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $258K (-13.0%) Shares 1,532 (-11.5%) Est. Cost $174.67 Unrealized
NBTB NBT BANCORP INC 0.0%
Value $320K (+13.4%) Shares 6,474 (-2.2%) Est. Cost $41.63 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value $529K (-6.6%) Shares 15,319 (-1.6%) Est. Cost $36.77 Unrealized
IGLB ISHARES TR 0.0%
Value $1.764M (-2.0%) Shares 35,260 (-2.8%) Est. Cost $50.40 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value $3.938M (+0.9%) Shares 18,517 (-3.1%) Est. Cost $166.30 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $278K (+12.6%) Shares 29,009 (-6.7%) Est. Cost $5.99 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value $664K (+4.9%) Shares 6,014 (-9.9%) Est. Cost $116.95 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $364K (+9.0%) Shares 1,585 (-14.5%) Est. Cost $184.13 Unrealized
H HYATT HOTELS CORP 0.0%
Value $982K (+3.0%) Shares 5,068 (-23.6%) Est. Cost $147.37 Unrealized
SF STIFEL FINL CORP 0.0%
Value $266K (-9.5%) Shares 3,815 (-4.1%) Est. Cost $61.69 Unrealized
CAVA CAVA GROUP INC 0.0%
Value $365K (-7.0%) Shares 4,656 (-4.1%) Est. Cost $73.12 Unrealized
MTN VAIL RESORTS INC 0.0%
Value $675K (+4.2%) Shares 4,958 (-1.8%) Est. Cost $137.87 Unrealized
PLUS EPLUS INC 0.0%
Value $327K (+8.8%) Shares 3,930 (-1.6%) Est. Cost $85.12 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value $285K (+10.2%) Shares 6,732 (-6.9%) Est. Cost $29.91 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $1.112M (-2.3%) Shares 3,970 (-6.9%) Est. Cost $201.89 Unrealized
TOST TOAST INC 0.0%
Value $495K (-5.0%) Shares 17,786 (-9.5%) Est. Cost $31.37 Unrealized
FLCB FRANKLIN TEMPLETON ETF TR 0.0%
Value $792K (-3.1%) Shares 37,030 (-2.7%) Est. Cost $21.14 Unrealized
EQIX EQUINIX INC 0.0%
Value $522K (+5.1%) Shares 501 (-1.2%) Est. Cost $749.98 Unrealized
OEF ISHARES TR 0.0%
Value $526K (+5.0%) Shares 1,438 (-8.7%) Est. Cost $301.75 Unrealized
ABNB AIRBNB INC 0.0%
Value $1.098M (+2.3%) Shares 7,674 (-9.7%) Est. Cost $139.27 Unrealized
COO COOPER COS INC 0.0%
Value $506K (-4.7%) Shares 7,052 (-4.9%) Est. Cost $95.72 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $866K (-2.7%) Shares 25,469 (-8.4%) Est. Cost $45.84 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value $607K (-3.6%) Shares 14,944 (-3.7%) Est. Cost $32.17 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value $237K (+10.4%) Shares 1,533 (-2.0%) Est. Cost $111.60 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value $199K (-10.0%) Shares 17,860 (-9.0%) Est. Cost $8.18 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $261K (+9.3%) Shares 3,741 (-2.1%) Est. Cost $51.29 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value $809K (-2.6%) Shares 9,567 (-11.2%) Est. Cost $134.08 Unrealized
RBA RB GLOBAL INC 0.0%
Value $230K (+10.2%) Shares 1,978 (-9.3%) Est. Cost $61.61 Unrealized
MAT MATTEL INC 0.0%
Value $354K (-5.6%) Shares 25,484 (-1.2%) Est. Cost $19.37 Unrealized
DXCM DEXCOM INC 0.0%
Value $540K (+4.0%) Shares 8,024 (-3.0%) Est. Cost $99.10 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value $223K (+10.2%) Shares 1,184 (-4.6%) Est. Cost $176.68 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $312K (+6.9%) Shares 853 (-11.7%) Est. Cost $222.32 Unrealized
BALL BALL CORP 0.0%
Value $468K (+4.5%) Shares 7,498 (-1.1%) Est. Cost $60.27 Unrealized
AON AON PLC 0.0%
Value $475K (-4.0%) Shares 1,433 (-6.6%) Est. Cost $324.90 Unrealized
PVAL PUTNAM ETF TRUST 0.0%
Value $327K (+6.5%) Shares 6,415 (-3.1%) Est. Cost $43.42 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value $510K (+4.0%) Shares 9,894 (-10.0%) Est. Cost $49.22 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value $306K (-5.9%) Shares 3,398 (-8.2%) Est. Cost $76.50 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value $367K (+5.3%) Shares 1,275 (-16.2%) Est. Cost $163.10 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $827K (-2.1%) Shares 1,240 (-11.2%) Est. Cost $409.92 Unrealized
WAFD WAFD INC 0.0%
Value $324K (+5.7%) Shares 8,431 (-13.5%) Est. Cost $27.77 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $699K (+2.5%) Shares 7,220 (-2.2%) Est. Cost $66.96 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $773K (+2.2%) Shares 41,651 (-1.9%) Est. Cost $12.08 Unrealized
FLOT ISHARES TR 0.0%
Value $486K (-3.2%) Shares 9,511 (-3.4%) Est. Cost $50.94 Unrealized
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value $331K (+4.8%) Shares 2,309 (-1.9%) Est. Cost $159.03 Unrealized
DGRW WISDOMTREE TR 0.0%
Value $746K (+2.1%) Shares 7,800 (-6.2%) Est. Cost $66.20 Unrealized
WCC WESCO INTL INC 0.0%
Value $245K (+6.6%) Shares 710 (-15.6%) Est. Cost $244.94 Unrealized
JBTM JBT MAREL CORPORATION 0.0%
Value $298K (-4.7%) Shares 2,055 (-16.0%) Est. Cost $108.11 Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value $281K (-4.9%) Shares 2,746 (-1.8%) Est. Cost $114.95 Unrealized
D DOMINION ENERGY INC 0.0%
Value $218K (-6.0%) Shares 3,192 (-14.9%) Est. Cost $45.01 Unrealized
UTL UNITIL CORP 0.0%
Value $356K (-3.8%) Shares 6,762 (-4.6%) Est. Cost $53.23 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $271K (+5.3%) Shares 2,871 (-31.0%) Est. Cost $64.12 Unrealized
OGE OGE ENERGY CORP 0.0%
Value $908K (-1.5%) Shares 18,662 (-2.9%) Est. Cost $43.69 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $617K (+2.1%) Shares 19,846 (-8.6%) Est. Cost $33.04 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $497K (+2.5%) Shares 9,848 (-1.1%) Est. Cost $50.04 Unrealized
FEMB FIRST TR EXCH TRADED FD III 0.0%
Value $626K (-1.6%) Shares 21,421 (-3.2%) Est. Cost $28.91 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value $1.935M (-0.5%) Shares 8,030 (-21.9%) Est. Cost $117.03 Unrealized
BCPC BALCHEM CORP 0.0%
Value $307K (-2.9%) Shares 1,820 (-2.6%) Est. Cost $136.66 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $1.143M (-0.8%) Shares 18,175 (-7.3%) Est. Cost $42.06 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $3.274M (+0.2%) Shares 2,368 (-20.7%) Est. Cost $542.45 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $322K (-2.3%) Shares 4,324 (-1.3%) Est. Cost $58.56 Unrealized
LEN LENNAR CORP 0.0%
Value $544K (+1.3%) Shares 6,011 (-2.8%) Est. Cost $123.42 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value $293K (+2.2%) Shares 16,812 (-2.3%) Est. Cost $16.81 Unrealized
FAST FASTENAL CO 0.0%
Value $677K (-0.8%) Shares 14,092 (-4.2%) Est. Cost $33.66 Unrealized
UL UNILEVER PLC 0.0%
Value $2.329M (+0.2%) Shares 38,745 (-5.0%) Est. Cost $65.40 Unrealized
HTO H2O AMERICA 0.0%
Value $404K (+1.3%) Shares 6,650 (-2.2%) Est. Cost $49.15 Unrealized
UNF UNIFIRST CORP MASS 0.0%
Value $584K (+0.9%) Shares 2,208 (-4.0%) Est. Cost $171.55 Unrealized
PCAR PACCAR INC 0.0%
Value $769K (-0.6%) Shares 6,401 (-4.4%) Est. Cost $85.72 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $329K (+1.3%) Shares 2,784 (-1.6%) Est. Cost $99.06 Unrealized
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value $961K (+0.4%) Shares 10,832 (-1.6%) Est. Cost $72.48 Unrealized
IGM ISHARES TR 0.0%
Value $309K (-1.3%) Shares 1,887 (-28.5%) Est. Cost $98.18 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value $222K (-1.5%) Shares 4,384 (-12.6%) Est. Cost $28.20 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $261K (-1.3%) Shares 1,663 (-13.7%) Est. Cost $124.52 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $269K (-1.2%) Shares 4,887 (-9.6%) Est. Cost $50.41 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value $508K (-0.5%) Shares 1,362 (-13.9%) Est. Cost $117.48 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value $216K (-1.1%) Shares 4,590 (-2.7%) Est. Cost $43.75 Unrealized
NYM AB ACTIVE ETFS INC 0.0%
Value $230K (-0.8%) Shares 9,162 (-1.5%) Est. Cost $25.00 Unrealized
FGSM ADVISORS INNER CIRCLE FD II 0.0%
Value $337K (+0.5%) Shares 9,658 (-10.2%) Est. Cost $30.10 Unrealized
TTC TORO CO 0.0%
Value $334K (+0.5%) Shares 3,431 (-3.7%) Est. Cost $89.46 Unrealized
IDEV ISHARES TR 0.0%
Value $6.592M (-0.0%) Shares 74,064 (-6.1%) Est. Cost $70.47 Unrealized
EMB ISHARES TR 0.0%
Value $378K (+0.3%) Shares 3,915 (-2.3%) Est. Cost $86.28 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value $374K (-0.3%) Shares 16,317 (-4.2%) Est. Cost $23.00 Unrealized
FEGE RBB FUND TRUST 0.0%
Value $336K (-0.3%) Shares 6,860 (-4.2%) Est. Cost $40.37 Unrealized
SPSC SPS COMM INC 0.0%
Value $268K (-0.1%) Shares 4,689 (-2.7%) Est. Cost $155.09 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value $241K (+0.1%) Shares 9,412 (-11.2%) Est. Cost $24.71 Unrealized
AVA AVISTA CORP 0.0%
Value $294K (-0.0%) Shares 7,192 (-1.9%) Est. Cost $35.70 Unrealized

Unchanged Positions (108)

APUE TRUST FOR PROFESSIONAL MANAG 5.5%
Value $1.143B Shares 24,743,201 Est. Cost $31.38 Unrealized
APIE TRUST FOR PROFESSIONAL MANAG 2.3%
Value $471M Shares 12,154,559 Est. Cost $27.62 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value $190M Shares 276,737 Est. Cost $397.10 Unrealized
AVUV AMERICAN CENTY ETF TR 0.3%
Value $68.05M Shares 545,414 Est. Cost $92.06 Unrealized
ESGU ISHARES TR 0.3%
Value $53.78M Shares 328,566 Est. Cost $108.31 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.6%
Value $116M Shares 3,308,950 Est. Cost $26.89 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $20.85M Shares 84,670 Est. Cost $145.47 Unrealized
GLW CORNING INC 0.0%
Value $4.376M Shares 17,130 Est. Cost $51.88 Unrealized
SMH VANECK ETF TRUST 0.0%
Value $4.474M Shares 6,822 Est. Cost $350.06 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $5.309M Shares 7,373 Est. Cost $220.84 Unrealized
C CITIGROUP INC 0.0%
Value $5.062M Shares 36,170 Est. Cost $49.06 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $6.553M Shares 41,754 Est. Cost $125.50 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $3.333M Shares 8,619 Est. Cost $439.94 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value $6.534M Shares 118,784 Est. Cost $34.02 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $3.331M Shares 34,659 Est. Cost $57.74 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $4.307M Shares 53,138 Est. Cost $51.21 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $4.456M Shares 16,574 Est. Cost $79.81 Unrealized
JSTC TIDAL TRUST I 0.0%
Value $3.863M Shares 168,817 Est. Cost $17.46 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value $2.974M Shares 30,820 Est. Cost $64.93 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $1.937M Shares 36,079 Est. Cost $31.82 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value $3.8M Shares 333,764 Est. Cost $10.36 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value $2.018M Shares 15,629 Est. Cost $79.86 Unrealized
OC OWENS CORNING NEW 0.0%
Value $999K Shares 6,283 Est. Cost $145.74 Unrealized
OLN OLIN CORP 0.0%
Value $595K Shares 30,004 Est. Cost $22.16 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value $1.38M Shares 5,794 Est. Cost $134.81 Unrealized
SNY SANOFI SA 0.0%
Value $2.279M Shares 53,426 Est. Cost $52.07 Unrealized
CAFX PROFESIONALLY MANAGED PORTFO 0.1%
Value $20.42M Shares 829,071 Est. Cost $24.67 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value $1.129M Shares 6,566 Est. Cost $139.18 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $5.152M Shares 62,339 Est. Cost $59.06 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value $605K Shares 61,612 Est. Cost $8.90 Unrealized
SHC SOTERA HEALTH CO 0.0%
Value $1.148M Shares 64,689 Est. Cost $11.83 Unrealized
HYGV FLEXSHARES TR 0.1%
Value $14.08M Shares 349,826 Est. Cost $40.39 Unrealized
NTAP NETAPP INC 0.0%
Value $590K Shares 3,813 Est. Cost $84.67 Unrealized
CBT CABOT CORP 0.0%
Value $1.08M Shares 11,893 Est. Cost $75.20 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $678K Shares 1,369 Est. Cost $332.15 Unrealized
NUE NUCOR CORP 0.0%
Value $705K Shares 3,164 Est. Cost $158.10 Unrealized
PHIN PHINIA INC 0.0%
Value $966K Shares 11,731 Est. Cost $41.60 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $1.264M Shares 5,574 Est. Cost $179.38 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $5.109M Shares 94,567 Est. Cost $33.12 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $893K Shares 11,409 Est. Cost $50.83 Unrealized
WSO WATSCO INC 0.0%
Value $1.182M Shares 2,837 Est. Cost $398.74 Unrealized
FSMD FIDELITY COVINGTON TRUST 0.0%
Value $960K Shares 18,174 Est. Cost $40.91 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $592K Shares 950 Est. Cost $809.25 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $1.1M Shares 43,383 Est. Cost $20.06 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value $317K Shares 7,807 Est. Cost $69.51 Unrealized
CB CHUBB LIMITED 0.0%
Value $3.568M Shares 10,473 Est. Cost $213.26 Unrealized
WAB WABTEC 0.0%
Value $1.556M Shares 5,771 Est. Cost $118.21 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $1.713M Shares 5,405 Est. Cost $226.04 Unrealized
LII LENNOX INTL INC 0.0%
Value $615K Shares 1,073 Est. Cost $396.20 Unrealized
GNTX GENTEX CORP 0.0%
Value $750K Shares 29,693 Est. Cost $26.06 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $3.21M Shares 9,060 Est. Cost $229.43 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $642K Shares 9,167 Est. Cost $34.47 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value $955K Shares 17,179 Est. Cost $50.23 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $345K Shares 881 Est. Cost $224.98 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value $469K Shares 7,568 Est. Cost $53.58 Unrealized
HEI HEICO CORP NEW 0.0%
Value $358K Shares 1,005 Est. Cost $169.70 Unrealized
GOLF ACUSHNET HLDGS CORP 0.0%
Value $373K Shares 3,145 Est. Cost $62.54 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $553K Shares 22,075 Est. Cost $9.89 Unrealized
INTL NORTHERN LTS FD TR IV 0.0%
Value $1.065M Shares 34,822 Est. Cost $22.10 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value $954K Shares 4,711 Est. Cost $168.05 Unrealized
HYDB ISHARES TR 0.0%
Value $5.925M Shares 126,690 Est. Cost $46.62 Unrealized
SSD SIMPSON MFG INC 0.0%
Value $407K Shares 1,943 Est. Cost $178.65 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $609K Shares 804 Est. Cost $288.42 Unrealized
OAEM UNIFIED SER TR 0.0%
Value $329K Shares 6,591 Est. Cost $29.86 Unrealized
KVUE KENVUE INC 0.0%
Value $581K Shares 30,406 Est. Cost $20.83 Unrealized
UGI UGI CORP NEW 0.0%
Value $1.044M Shares 30,228 Est. Cost $30.98 Unrealized
SON SONOCO PRODS CO 0.0%
Value $1.068M Shares 18,945 Est. Cost $41.17 Unrealized
LRGF ISHARES TR 0.0%
Value $403K Shares 5,328 Est. Cost $46.22 Unrealized
CC CHEMOURS CO 0.0%
Value $726K Shares 35,378 Est. Cost $16.62 Unrealized
ACIW ACI WORLDWIDE INC 0.0%
Value $275K Shares 5,466 Est. Cost $47.29 Unrealized
TIP ISHARES TR 0.0%
Value $5.9M Shares 53,913 Est. Cost $104.01 Unrealized
USSG DBX ETF TR 0.0%
Value $314K Shares 4,515 Est. Cost $50.63 Unrealized
DFIN DONNELLEY FINL SOLUTIONS INC 0.0%
Value $315K Shares 7,499 Est. Cost $51.45 Unrealized
ORI OLD REP INTL CORP 0.0%
Value $1.253M Shares 30,620 Est. Cost $32.90 Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 0.0%
Value $407K Shares 5,718 Est. Cost $61.31 Unrealized
CMC COMMERCIAL METALS CO 0.0%
Value $1.282M Shares 20,436 Est. Cost $76.95 Unrealized
ABCB AMERIS BANCORP 0.0%
Value $267K Shares 2,955 Est. Cost $43.03 Unrealized
HYG ISHARES TR 0.0%
Value $2.562M Shares 32,031 Est. Cost $73.78 Unrealized
FID FIRST TR EXCHANGE TRADED FD 0.0%
Value $1.4M Shares 65,244 Est. Cost $14.72 Unrealized
TPR TAPESTRY INC 0.0%
Value $800K Shares 5,466 Est. Cost $46.29 Unrealized
ADMA ADMA BIOLOGICS INC 0.0%
Value $355K Shares 42,462 Est. Cost $18.92 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $515K Shares 7,772 Est. Cost $27.94 Unrealized
AZO AUTOZONE INC 0.0%
Value $323K Shares 101 Est. Cost $2802.06 Unrealized
ESAB ESAB CORPORATION 0.0%
Value $800K Shares 8,110 Est. Cost $107.14 Unrealized
INDA ISHARES TR 0.0%
Value $313K Shares 6,338 Est. Cost $55.04 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value $277K Shares 6,571 Est. Cost $34.83 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2.315M Shares 56,940 Est. Cost $40.57 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value $606K Shares 11,689 Est. Cost $41.21 Unrealized
CMS CMS ENERGY CORP 0.0%
Value $1.32M Shares 17,259 Est. Cost $57.74 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $248K Shares 8,332 Est. Cost $22.88 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $301K Shares 890 Est. Cost $501.04 Unrealized
ENB ENBRIDGE INC 0.0%
Value $2.446M Shares 45,120 Est. Cost $30.36 Unrealized
TPHD TIMOTHY PLAN 0.0%
Value $372K Shares 8,798 Est. Cost $32.89 Unrealized
DUKZ NORTHERN LIGHTS FD TR 0.0%
Value $259K Shares 10,101 Est. Cost $25.25 Unrealized
MUNI PIMCO ETF TR 0.0%
Value $514K Shares 9,770 Est. Cost $51.69 Unrealized
MINO PIMCO ETF TR 0.0%
Value $332K Shares 7,258 Est. Cost $45.07 Unrealized
IGIB ISHARES TR 0.0%
Value $3.105M Shares 58,397 Est. Cost $49.78 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value $651K Shares 24,557 Est. Cost $27.07 Unrealized
RIO RIO TINTO PLC 0.0%
Value $450K Shares 4,745 Est. Cost $68.59 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value $404K Shares 20,936 Est. Cost $18.51 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $515K Shares 8,628 Est. Cost $59.63 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.0%
Value $539K Shares 25,164 Est. Cost $21.61 Unrealized
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value $96,030 Shares 11,378 Est. Cost $9.44 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $182K Shares 16,752 Est. Cost $11.54 Unrealized
FLDR FIDELITY MERRIMACK STR TR 0.0%
Value $248K Shares 4,954 Est. Cost $50.05 Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $677K Shares 21,148 Est. Cost $29.12 Unrealized
ETD ETHAN ALLEN INTERIORS INC 0.0%
Value $290K Shares 12,993 Est. Cost $25.41 Unrealized
FSEC FIDELITY MERRIMACK STR TR 0.0%
Value $422K Shares 9,622 Est. Cost $44.05 Unrealized